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 | $109,517 | $183,519-40.3% | $155,509-29.6% | $145,922-24.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.55% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,469 | $5,313-15.9% | $4,672-4.4% | $4,660-4.1% |
| Participant deferral / active EE | $8,549 | $6,462+32.3% | $5,626+51.9% | $6,688+27.8% |
| Admin fee / account holder | $10,809 | $19,313-44.0% | $15,912-32.1% | $13,397-19.3% |