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 | $106,566 | $201,272-47.1% | $184,203-42.1% | $145,922-27.0% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 17.82% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,425 | $7,022-8.5% | $6,4270% | $4,660+37.9% |
| Participant deferral / active EE | $10,951 | $9,806+11.7% | $9,131+19.9% | $6,688+63.7% |
| Admin fee / account holder | $2,051 | $16,364-87.5% | $13,901-85.2% | $13,397-84.7% |