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 | $91,006 | $90,503+0.6% | $78,689+15.7% | $273,961-66.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.91% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,335 | $3,176-26.5% | $2,851-18.1% | $4,869-52.0% |
| Participant deferral / active EE | $8,321 | $3,901+113.3% | $3,517+136.6% | $5,287+57.4% |
| Admin fee / account holder | $1,103 | $5,263-79.1% | $4,510-75.6% | $10,132-89.1% |