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 | $110,975 | $197,591-43.8% | $177,821-37.6% | $158,922-30.2% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 11.19% | 58.76%-47.6pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,071 | $6,697-54.2% | $5,918-48.1% | $4,761-35.5% |
| Participant deferral / active EE | $7,232 | $8,405-14.0% | $7,714-6.2% | $5,982+20.9% |
| Admin fee / account holder | $11,885 | $15,399-22.8% | $12,427-4.4% | $11,246+5.7% |