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 | $111,265 | $115,770-3.9% | $101,248+9.9% | $158,922-30.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 26.56% | 56.14%-29.6pp | 46.47%-19.9pp | 302.83%-276.3pp |
| Employer contribution / active EE | $7,420 | $4,175+77.7% | $3,660+102.7% | $4,761+55.8% |
| Participant deferral / active EE | $11,353 | $4,957+129.0% | $4,370+159.8% | $5,982+89.8% |
| Admin fee / account holder | $3,541 | $7,245-51.1% | $5,945-40.4% | $11,246-68.5% |