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 | $96,659 | $107,334-9.9% | $92,893+4.1% | $152,861-36.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 22.74% | 145.58%-122.8pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,455 | $4,221+5.5% | $3,653+22.0% | $4,762-6.5% |
| Participant deferral / active EE | $6,512 | $4,845+34.4% | $4,236+53.7% | $5,850+11.3% |
| Admin fee / account holder | $833 | $7,079-88.2% | $5,794-85.6% | $11,596-92.8% |