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 | $101,354 | $165,912-38.9% | $122,332-17.1% | $147,584-31.3% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 11.53% | 34.55%-23.0pp | 30.27%-18.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,036 | $5,754-82.0% | $4,050-74.4% | $4,876-78.8% |
| Participant deferral / active EE | $11,526 | $4,005+187.7% | $3,287+250.7% | $5,439+111.9% |
| Admin fee / account holder | $12,504 | $7,424+68.4% | $5,478+128.3% | $10,885+14.9% |