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 | $107,262 | $148,534-27.8% | $135,903-21.1% | $139,434-23.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.97% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,222 | $5,243-19.5% | $4,856-13.1% | $4,751-11.1% |
| Participant deferral / active EE | $7,452 | $8,100-8.0% | $7,758-3.9% | $6,710+11.1% |
| Admin fee / account holder | $3,215 | $12,400-74.1% | $10,762-70.1% | $11,403-71.8% |