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 | $115,981 | $125,758-7.8% | $169,993-31.8% | $75,163+54.3% |
| Participation rate | 83.8% | 83.6%+0.2pp | 87.0%-3.2pp | 67.2%+16.6pp |
| Annual return | 22.03% | 27.20%-5.2pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $18,389 | $4,615+298.5% | $6,785+171.0% | $2,670+588.8% |
| Participant deferral / active EE | $15,671 | $6,837+129.2% | $10,408+50.6% | $4,125+279.9% |
| Admin fee / account holder | $13,089 | $8,173+60.1% | $12,815+2.1% | $5,651+131.6% |