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 | $122,891 | $197,591-37.8% | $177,821-30.9% | $158,922-22.7% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 15.13% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,121 | $6,697-68.3% | $5,918-64.2% | $4,761-55.5% |
| Participant deferral / active EE | $8,695 | $8,405+3.5% | $7,714+12.7% | $5,982+45.4% |
| Admin fee / account holder | $2,376 | $15,399-84.6% | $12,427-80.9% | $11,246-78.9% |