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 | $92,147 | $133,922-31.2% | $116,228-20.7% | $142,382-35.3% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | 14.65% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,886 | $3,446+12.8% | $2,994+29.8% | $4,299-9.6% |
| Participant deferral / active EE | $4,774 | $5,672-15.8% | $4,953-3.6% | $6,507-26.6% |
| Admin fee / account holder | $8,518 | $14,945-43.0% | $11,989-29.0% | $12,624-32.5% |