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 | $93,529 | $177,572-47.3% | $154,803-39.6% | $142,382-34.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 24.70% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $4,004 | $4,810-16.8% | $4,305-7.0% | $4,299-6.9% |
| Participant deferral / active EE | $5,247 | $6,272-16.3% | $5,540-5.3% | $6,507-19.4% |
| Admin fee / account holder | $1,793 | $16,786-89.3% | $14,329-87.5% | $12,624-85.8% |