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 | $105,174 | $175,202-40.0% | $149,673-29.7% | $139,434-24.6% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 14.32% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,267 | $5,474-40.3% | $4,818-32.2% | $4,751-31.2% |
| Participant deferral / active EE | $6,845 | $6,519+5.0% | $5,680+20.5% | $6,710+2.0% |
| Admin fee / account holder | $26,677 | $16,150+65.2% | $13,210+102.0% | $11,403+134.0% |