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 | $105,112 | $148,534-29.2% | $135,903-22.7% | $139,434-24.6% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 21.90% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $4,741 | $5,243-9.6% | $4,856-2.4% | $4,751-0.2% |
| Participant deferral / active EE | $9,521 | $8,100+17.5% | $7,758+22.7% | $6,710+41.9% |
| Admin fee / account holder | $4,860 | $12,400-60.8% | $10,762-54.8% | $11,403-57.4% |