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 | $108,221 | $152,587-29.1% | $125,175-13.5% | $152,861-29.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 14.40% | 54.84%-40.4pp | 43.79%-29.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,841 | $4,946-42.6% | $3,865-26.5% | $4,762-40.3% |
| Participant deferral / active EE | $7,798 | $5,868+32.9% | $4,937+58.0% | $5,850+33.3% |
| Admin fee / account holder | $946 | $13,434-93.0% | $9,702-90.2% | $11,596-91.8% |