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 | $85,453 | $118,450-27.9% | $98,439-13.2% | $139,434-38.7% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 14.25% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,109 | $3,609+13.8% | $3,048+34.8% | $4,751-13.5% |
| Participant deferral / active EE | $5,220 | $5,392-3.2% | $4,738+10.2% | $6,710-22.2% |
| Admin fee / account holder | $25,329 | $14,026+80.6% | $8,948+183.1% | $11,403+122.1% |