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 | $86,820 | $89,753-3.3% | $107,525-19.3% | $84,808+2.4% |
| Participation rate | 98.5% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.2pp |
| Annual return | 19.84% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $10,461 | $3,113+236.0% | $3,754+178.7% | $2,631+297.6% |
| Participant deferral / active EE | $5,113 | $4,056+26.0% | $5,116-0.1% | $4,212+21.4% |
| Admin fee / account holder | $5,597 | $7,222-22.5% | $8,919-37.2% | $7,344-23.8% |