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 | $108,933 | $209,411-48.0% | $178,490-39.0% | $158,922-31.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.85% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,271 | $5,706-77.7% | $5,011-74.6% | $4,761-73.3% |
| Participant deferral / active EE | $5,736 | $5,954-3.7% | $5,202+10.3% | $5,982-4.1% |
| Admin fee / account holder | $574 | $17,074-96.6% | $13,984-95.9% | $11,246-94.9% |