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 | $106,489 | $152,587-30.2% | $125,175-14.9% | $152,861-30.3% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 19.91% | 54.84%-34.9pp | 43.79%-23.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,862 | $4,946-62.4% | $3,865-51.8% | $4,762-60.9% |
| Participant deferral / active EE | $5,957 | $5,868+1.5% | $4,937+20.7% | $5,850+1.8% |
| Admin fee / account holder | $14,749 | $13,434+9.8% | $9,702+52.0% | $11,596+27.2% |