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 | $109,276 | $165,912-34.1% | $122,332-10.7% | $147,584-26.0% |
| Participation rate | 94.1% | 79.6%+14.5pp | 71.6%+22.5pp | 82.8%+11.3pp |
| Annual return | 14.24% | 34.55%-20.3pp | 30.27%-16.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $6,441 | $5,754+11.9% | $4,050+59.0% | $4,876+32.1% |
| Participant deferral / active EE | $5,444 | $4,005+35.9% | $3,287+65.6% | $5,439+0.1% |
| Admin fee / account holder | $3,063 | $7,424-58.7% | $5,478-44.1% | $10,885-71.9% |