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 | $102,239 | $185,822-45.0% | $169,993-39.9% | $139,434-26.7% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.2pp |
| Annual return | 27.71% | 60.50%-32.8pp | 53.37%-25.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,544 | $7,590-53.3% | $6,785-47.8% | $4,751-25.4% |
| Participant deferral / active EE | $7,674 | $11,622-34.0% | $10,408-26.3% | $6,710+14.4% |
| Admin fee / account holder | $8,272 | $15,381-46.2% | $12,815-35.4% | $11,403-27.5% |