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 | $106,956 | $183,519-41.7% | $155,509-31.2% | $145,922-26.7% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 14.16% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,186 | $5,313-40.0% | $4,672-31.8% | $4,660-31.6% |
| Participant deferral / active EE | $7,931 | $6,462+22.7% | $5,626+41.0% | $6,688+18.6% |
| Admin fee / account holder | $11,008 | $19,313-43.0% | $15,912-30.8% | $13,397-17.8% |