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 | $111,738 | $227,553-50.9% | $189,557-41.1% | $167,490-33.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 8.79% | 78.40%-69.6pp | 64.17%-55.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,702 | $5,316-49.2% | $4,412-38.8% | $4,837-44.1% |
| Participant deferral / active EE | $8,517 | $7,002+21.6% | $6,174+38.0% | $6,341+34.3% |
| Admin fee / account holder | $12,729 | $11,878+7.2% | $9,807+29.8% | $12,309+3.4% |