See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,947 | $177,572-41.5% | $154,803-32.9% | $142,382-27.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.60% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $17,068 | $4,810+254.8% | $4,305+296.4% | $4,299+297.0% |
| Participant deferral / active EE | $11,006 | $6,272+75.5% | $5,540+98.6% | $6,507+69.1% |
| Admin fee / account holder | $30,607 | $16,786+82.3% | $14,329+113.6% | $12,624+142.5% |