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 | $94,900 | $185,822-48.9% | $169,993-44.2% | $139,434-31.9% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 11.79% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,825 | $7,590-49.6% | $6,785-43.6% | $4,751-19.5% |
| Participant deferral / active EE | $4,201 | $11,622-63.9% | $10,408-59.6% | $6,710-37.4% |
| Admin fee / account holder | $1,326 | $15,381-91.4% | $12,815-89.7% | $11,403-88.4% |