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 | $120,953 | $162,781-25.7% | $133,956-9.7% | $158,922-23.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 10.14% | 41.94%-31.8pp | 45.09%-35.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,483 | $4,975-50.1% | $3,919-36.6% | $4,761-47.9% |
| Participant deferral / active EE | $10,660 | $5,911+80.3% | $5,048+111.2% | $5,982+78.2% |
| Admin fee / account holder | $13,996 | $11,736+19.3% | $8,927+56.8% | $11,246+24.5% |