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 | $114,983 | $172,111-33.2% | $150,298-23.5% | $137,256-16.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.57% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,273 | $4,636-29.4% | $4,154-21.2% | $4,156-21.2% |
| Participant deferral / active EE | $9,296 | $6,166+50.8% | $5,453+70.5% | $6,407+45.1% |
| Admin fee / account holder | $28,697 | $16,471+74.2% | $14,116+103.3% | $12,270+133.9% |