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 | $104,856 | $176,377-40.6% | $134,143-21.8% | $158,922-34.0% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 17.12% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $5,133 | $5,040+1.8% | $3,704+38.6% | $4,761+7.8% |
| Participant deferral / active EE | $8,799 | $4,091+115.1% | $3,499+151.5% | $5,982+47.1% |
| Admin fee / account holder | $5,153 | $8,718-40.9% | $6,684-22.9% | $11,246-54.2% |