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 | $105,646 | $214,378-50.7% | $200,582-47.3% | $142,382-25.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 15.46% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,429 | $6,841-79.1% | $6,419-77.7% | $4,299-66.8% |
| Participant deferral / active EE | $5,695 | $9,865-42.3% | $9,331-39.0% | $6,507-12.5% |
| Admin fee / account holder | $9,137 | $17,692-48.4% | $16,305-44.0% | $12,624-27.6% |