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 | $113,455 | $165,984-31.6% | $164,813-31.2% | $145,922-22.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 13.38% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,478 | $5,273-53.0% | $4,341-42.9% | $4,660-46.8% |
| Participant deferral / active EE | $6,644 | $6,959-4.5% | $6,031+10.2% | $6,688-0.7% |
| Admin fee / account holder | $1,117 | $16,648-93.3% | $12,690-91.2% | $13,397-91.7% |