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 | $130,178 | $159,602-18.4% | $150,045-13.2% | $142,382-8.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,018 | $4,961+41.5% | $4,693+49.5% | $4,299+63.3% |
| Participant deferral / active EE | $7,242 | $8,310-12.9% | $7,997-9.4% | $6,507+11.3% |
| Admin fee / account holder | $6,455 | $14,846-56.5% | $13,435-52.0% | $12,624-48.9% |