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 | $109,978 | $148,534-26.0% | $135,903-19.1% | $139,434-21.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.73% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $10,266 | $5,243+95.8% | $4,856+111.4% | $4,751+116.1% |
| Participant deferral / active EE | $9,705 | $8,100+19.8% | $7,758+25.1% | $6,710+44.6% |
| Admin fee / account holder | $3,080 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |