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 | $110,614 | $209,411-47.2% | $178,490-38.0% | $158,922-30.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.47% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,683 | $5,706-35.5% | $5,011-26.5% | $4,761-22.7% |
| Participant deferral / active EE | $3,831 | $5,954-35.7% | $5,202-26.3% | $5,982-36.0% |
| Admin fee / account holder | $2,062 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |