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 | $113,563 | $183,519-38.1% | $155,509-27.0% | $145,922-22.2% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.89% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,246 | $5,313-1.3% | $4,672+12.3% | $4,660+12.6% |
| Participant deferral / active EE | $5,442 | $6,462-15.8% | $5,626-3.3% | $6,688-18.6% |
| Admin fee / account holder | $1,151 | $19,313-94.0% | $15,912-92.8% | $13,397-91.4% |