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 | $96,534 | $177,572-45.6% | $154,803-37.6% | $142,382-32.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.99% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,641 | $4,810-3.5% | $4,305+7.8% | $4,299+8.0% |
| Participant deferral / active EE | $5,643 | $6,272-10.0% | $5,540+1.9% | $6,507-13.3% |
| Admin fee / account holder | $3,144 | $16,786-81.3% | $14,329-78.1% | $12,624-75.1% |