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 | $108,730 | $183,519-40.8% | $155,509-30.1% | $145,922-25.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.71% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,447 | $5,313-72.8% | $4,672-69.0% | $4,660-68.9% |
| Participant deferral / active EE | $8,154 | $6,462+26.2% | $5,626+44.9% | $6,688+21.9% |
| Admin fee / account holder | $1,012 | $19,313-94.8% | $15,912-93.6% | $13,397-92.4% |