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 | $83,960 | $115,770-27.5% | $101,248-17.1% | $158,922-47.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 14.38% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,110 | $4,175-73.4% | $3,660-69.7% | $4,761-76.7% |
| Participant deferral / active EE | $5,361 | $4,957+8.2% | $4,370+22.7% | $5,982-10.4% |
| Admin fee / account holder | $3,251 | $7,245-55.1% | $5,945-45.3% | $11,246-71.1% |