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 | $94,567 | $185,822-49.1% | $169,993-44.4% | $139,434-32.2% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 15.30% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,398 | $7,590-42.1% | $6,785-35.2% | $4,751-7.4% |
| Participant deferral / active EE | $9,670 | $11,622-16.8% | $10,408-7.1% | $6,710+44.1% |
| Admin fee / account holder | $7,737 | $15,381-49.7% | $12,815-39.6% | $11,403-32.1% |