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 | $110,267 | $178,174-38.1% | $156,181-29.4% | $137,256-19.7% |
| Participation rate | 79.2% | 82.0%-2.9pp | 78.8%+0.3pp | 80.0%-0.8pp |
| Annual return | 11.34% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,777 | $4,972-44.2% | $4,294-35.3% | $4,156-33.2% |
| Participant deferral / active EE | $7,423 | $6,888+7.8% | $6,132+21.0% | $6,407+15.9% |
| Admin fee / account holder | $82,445 | $17,404+373.7% | $14,586+465.2% | $12,270+571.9% |