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 | $186,538 | $148,534+25.6% | $135,903+37.3% | $139,434+33.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.31% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,214 | $5,243-76.9% | $4,856-75.0% | $4,751-74.5% |
| Participant deferral / active EE | $3,515 | $8,100-56.6% | $7,758-54.7% | $6,710-47.6% |
| Admin fee / account holder | $5,093 | $12,400-58.9% | $10,762-52.7% | $11,403-55.3% |