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 | $82,409 | $102,317-19.5% | $146,958-43.9% | $80,856+1.9% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 12.83% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,659 | $3,713-1.5% | $4,933-25.8% | $2,755+32.8% |
| Participant deferral / active EE | $8,198 | $6,644+23.4% | $8,070+1.6% | $4,296+90.8% |
| Admin fee / account holder | $8,959 | $7,941+12.8% | $12,998-31.1% | $6,918+29.5% |