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 | $101,982 | $159,602-36.1% | $150,045-32.0% | $142,382-28.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.12% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,962 | $4,961-20.1% | $4,693-15.6% | $4,299-7.8% |
| Participant deferral / active EE | $9,558 | $8,310+15.0% | $7,997+19.5% | $6,507+46.9% |
| Admin fee / account holder | $7,353 | $14,846-50.5% | $13,435-45.3% | $12,624-41.8% |