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 | $84,343 | $172,111-51.0% | $150,298-43.9% | $137,256-38.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.96% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,276 | $4,636+13.8% | $4,154+27.0% | $4,156+26.9% |
| Participant deferral / active EE | $7,106 | $6,166+15.2% | $5,453+30.3% | $6,407+10.9% |
| Admin fee / account holder | $14,585 | $16,471-11.4% | $14,116+3.3% | $12,270+18.9% |