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 | $103,063 | $159,901-35.5% | $146,958-29.9% | $145,922-29.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,791 | $5,286-66.1% | $4,933-63.7% | $4,660-61.6% |
| Participant deferral / active EE | $10,160 | $8,428+20.5% | $8,070+25.9% | $6,688+51.9% |
| Admin fee / account holder | $11,191 | $15,044-25.6% | $12,998-13.9% | $13,397-16.5% |