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 | $113,706 | $185,822-38.8% | $169,993-33.1% | $139,434-18.5% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 17.69% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,678 | $7,590-25.2% | $6,785-16.3% | $4,751+19.5% |
| Participant deferral / active EE | $5,208 | $11,622-55.2% | $10,408-50.0% | $6,710-22.4% |
| Admin fee / account holder | $10,506 | $15,381-31.7% | $12,815-18.0% | $11,403-7.9% |