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 | $104,199 | $209,411-50.2% | $178,490-41.6% | $158,922-34.4% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 11.99% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,891 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $4,515 | $5,954-24.2% | $5,202-13.2% | $5,982-24.5% |
| Admin fee / account holder | $1,968 | $17,074-88.5% | $13,984-85.9% | $11,246-82.5% |