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 | $92,664 | $157,256-41.1% | $141,162-34.4% | $152,861-39.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 23.87% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,132 | $5,261-21.5% | $4,735-12.7% | $4,762-13.2% |
| Participant deferral / active EE | $7,428 | $7,109+4.5% | $6,709+10.7% | $5,850+27.0% |
| Admin fee / account holder | $9,990 | $12,120-17.6% | $10,261-2.6% | $11,596-13.9% |