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 | $103,058 | $209,411-50.8% | $178,490-42.3% | $158,922-35.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.25% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,650 | $5,706-71.1% | $5,011-67.1% | $4,761-65.3% |
| Participant deferral / active EE | $6,733 | $5,954+13.1% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $3,372 | $17,074-80.3% | $13,984-75.9% | $11,246-70.0% |