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 | $106,612 | $183,592-41.9% | $155,567-31.5% | $145,959-27.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.21% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $7,607 | $5,315+43.1% | $4,674+62.7% | $4,661+63.2% |
| Participant deferral / active EE | $8,335 | $6,464+28.9% | $5,628+48.1% | $6,689+24.6% |
| Admin fee / account holder | $1,232 | $19,318-93.6% | $15,916-92.3% | $13,398-90.8% |