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 | $107,269 | $209,411-48.8% | $178,490-39.9% | $158,922-32.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 12.09% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,088 | $5,706-10.8% | $5,011+1.5% | $4,761+6.9% |
| Participant deferral / active EE | $6,553 | $5,954+10.1% | $5,202+26.0% | $5,982+9.5% |
| Admin fee / account holder | $1,621 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |