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 | $30,797 | $183,519-83.2% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 16.56% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,798 | $5,313-9.7% | $4,672+2.7% | $4,660+3.0% |
| Participant deferral / active EE | $2,654 | $6,462-58.9% | $5,626-52.8% | $6,688-60.3% |
| Admin fee / account holder | $36,797 | $19,313+90.5% | $15,912+131.3% | $13,397+174.7% |