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 | $114,332 | $176,056-35.1% | $159,436-28.3% | $167,490-31.7% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 14.74% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,607 | $5,297-31.9% | $4,829-25.3% | $4,837-25.4% |
| Participant deferral / active EE | $2,768 | $7,750-64.3% | $7,352-62.3% | $6,341-56.3% |
| Admin fee / account holder | $15,827 | $12,554+26.1% | $10,799+46.6% | $12,309+28.6% |