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 | $99,691 | $165,984-39.9% | $164,813-39.5% | $145,922-31.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.64% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,822 | $5,273+29.4% | $4,341+57.2% | $4,660+46.4% |
| Participant deferral / active EE | $6,156 | $6,959-11.5% | $6,031+2.1% | $6,688-7.9% |
| Admin fee / account holder | $4,591 | $16,648-72.4% | $12,690-63.8% | $13,397-65.7% |