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 | $106,118 | $172,111-38.3% | $150,298-29.4% | $137,256-22.7% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,997 | $4,636-35.4% | $4,154-27.9% | $4,156-27.9% |
| Participant deferral / active EE | $6,054 | $6,166-1.8% | $5,453+11.0% | $6,407-5.5% |
| Admin fee / account holder | $34,983 | $16,471+112.4% | $14,116+147.8% | $12,270+185.1% |