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 | $132,077 | $165,984-20.4% | $164,813-19.9% | $145,922-9.5% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 14.00% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,205 | $5,273-20.2% | $4,341-3.1% | $4,660-9.7% |
| Participant deferral / active EE | $6,429 | $6,959-7.6% | $6,031+6.6% | $6,688-3.9% |
| Admin fee / account holder | $6,385 | $16,648-61.6% | $12,690-49.7% | $13,397-52.3% |