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 | $113,704 | $183,963-38.2% | $162,163-29.9% | $152,861-25.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.65% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,778 | $6,371-72.1% | $5,614-68.3% | $4,762-62.7% |
| Participant deferral / active EE | $7,030 | $8,034-12.5% | $7,298-3.7% | $5,850+20.2% |
| Admin fee / account holder | $1,320 | $13,121-89.9% | $10,843-87.8% | $11,596-88.6% |