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 | $86,402 | $209,336-58.7% | $197,124-56.2% | $137,256-37.1% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 18.60% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,996 | $6,591-54.5% | $6,227-51.9% | $4,156-27.9% |
| Participant deferral / active EE | $5,672 | $9,614-41.0% | $9,135-37.9% | $6,407-11.5% |
| Admin fee / account holder | $18,199 | $17,308+5.1% | $16,298+11.7% | $12,270+48.3% |