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 | $103,791 | $154,117-32.7% | $129,995-20.2% | $139,434-25.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.51% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,578 | $5,289-51.3% | $4,320-40.3% | $4,751-45.7% |
| Participant deferral / active EE | $6,191 | $6,710-7.7% | $5,820+6.4% | $6,710-7.7% |
| Admin fee / account holder | $10,177 | $14,007-27.3% | $10,614-4.1% | $11,403-10.7% |