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 | $107,074 | $217,402-50.7% | $185,823-42.4% | $167,490-36.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 10.84% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $5,951 | $5,873+1.3% | $5,167+15.2% | $4,837+23.0% |
| Participant deferral / active EE | $3,944 | $6,356-38.0% | $5,568-29.2% | $6,341-37.8% |
| Admin fee / account holder | $3,733 | $19,811-81.2% | $16,237-77.0% | $12,309-69.7% |