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 | $109,592 | $177,572-38.3% | $154,803-29.2% | $142,382-23.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.68% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,803 | $4,810-41.7% | $4,305-34.9% | $4,299-34.8% |
| Participant deferral / active EE | $6,844 | $6,272+9.1% | $5,540+23.5% | $6,507+5.2% |
| Admin fee / account holder | $4,859 | $16,786-71.1% | $14,329-66.1% | $12,624-61.5% |