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 | $107,682 | $183,519-41.3% | $155,509-30.8% | $145,922-26.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.26% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,379 | $5,313+1.3% | $4,672+15.1% | $4,660+15.4% |
| Participant deferral / active EE | $3,647 | $6,462-43.6% | $5,626-35.2% | $6,688-45.5% |
| Admin fee / account holder | $1,870 | $19,313-90.3% | $15,912-88.2% | $13,397-86.0% |