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 | $116,982 | $209,336-44.1% | $197,124-40.7% | $137,256-14.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 16.58% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,525 | $6,591-46.5% | $6,227-43.4% | $4,156-15.2% |
| Participant deferral / active EE | $7,194 | $9,614-25.2% | $9,135-21.2% | $6,407+12.3% |
| Admin fee / account holder | $2,630 | $17,308-84.8% | $16,298-83.9% | $12,270-78.6% |