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 | $112,790 | $179,726-37.2% | $156,263-27.8% | $142,382-20.8% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 14.74% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,070 | $5,069-19.7% | $4,333-6.1% | $4,299-5.3% |
| Participant deferral / active EE | $13,111 | $6,956+88.5% | $6,158+112.9% | $6,507+101.5% |
| Admin fee / account holder | $28,976 | $17,272+67.8% | $14,255+103.3% | $12,624+129.5% |