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 | $87,775 | $154,228-43.1% | $145,433-39.6% | $137,256-36.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 25.76% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $6,035 | $4,804+25.6% | $4,554+32.5% | $4,156+45.2% |
| Participant deferral / active EE | $9,782 | $8,216+19.1% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $7,966 | $14,344-44.5% | $13,129-39.3% | $12,270-35.1% |