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 | $113,786 | $183,519-38.0% | $155,509-26.8% | $145,922-22.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,624 | $5,313-69.4% | $4,672-65.2% | $4,660-65.1% |
| Participant deferral / active EE | $2,589 | $6,462-59.9% | $5,626-54.0% | $6,688-61.3% |
| Admin fee / account holder | $17,393 | $19,313-9.9% | $15,912+9.3% | $13,397+29.8% |