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 | $108,886 | $177,572-38.7% | $154,803-29.7% | $142,382-23.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.85% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $9,950 | $4,810+106.8% | $4,305+131.1% | $4,299+131.4% |
| Participant deferral / active EE | $5,233 | $6,272-16.6% | $5,540-5.5% | $6,507-19.6% |
| Admin fee / account holder | $8,972 | $16,786-46.5% | $14,329-37.4% | $12,624-28.9% |