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 | $109,544 | $175,202-37.5% | $149,673-26.8% | $139,434-21.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.94% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,619 | $5,474-52.2% | $4,818-45.6% | $4,751-44.9% |
| Participant deferral / active EE | $6,524 | $6,519+0.1% | $5,680+14.9% | $6,710-2.8% |
| Admin fee / account holder | $1,103 | $16,150-93.2% | $13,210-91.7% | $11,403-90.3% |