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 | $103,621 | $228,332-54.6% | $185,823-44.2% | $158,922-34.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.54% | 40.80%-25.3pp | 35.95%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,875 | $4,967-62.2% | $4,087-54.1% | $4,761-60.6% |
| Participant deferral / active EE | $7,845 | $6,415+22.3% | $5,632+39.3% | $5,982+31.1% |
| Admin fee / account holder | $477 | $11,864-96.0% | $9,500-95.0% | $11,246-95.8% |