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 | $109,733 | $228,332-51.9% | $185,823-40.9% | $158,922-31.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 23.59% | 40.80%-17.2pp | 35.95%-12.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $3,361 | $4,967-32.3% | $4,087-17.8% | $4,761-29.4% |
| Participant deferral / active EE | $7,176 | $6,415+11.9% | $5,632+27.4% | $5,982+20.0% |
| Admin fee / account holder | $3,115 | $11,864-73.7% | $9,500-67.2% | $11,246-72.3% |