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 | $88,236 | $148,534-40.6% | $135,903-35.1% | $139,434-36.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 15.58% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,028 | $5,243-4.1% | $4,856+3.5% | $4,751+5.8% |
| Participant deferral / active EE | $3,930 | $8,100-51.5% | $7,758-49.3% | $6,710-41.4% |
| Admin fee / account holder | $1,318 | $12,400-89.4% | $10,762-87.8% | $11,403-88.4% |