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 | $116,688 | $165,912-29.7% | $122,332-4.6% | $147,584-20.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 14.02% | 34.55%-20.5pp | 30.27%-16.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,226 | $5,754-43.9% | $4,050-20.4% | $4,876-33.8% |
| Participant deferral / active EE | $5,505 | $4,005+37.4% | $3,287+67.5% | $5,439+1.2% |
| Admin fee / account holder | $4,451 | $7,424-40.0% | $5,478-18.7% | $10,885-59.1% |