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 | $108,818 | $148,534-26.7% | $135,903-19.9% | $139,434-22.0% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 16.34% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $11,536 | $5,243+120.0% | $4,856+137.5% | $4,751+142.8% |
| Participant deferral / active EE | $11,144 | $8,100+37.6% | $7,758+43.7% | $6,710+66.1% |
| Admin fee / account holder | $8,382 | $12,400-32.4% | $10,762-22.1% | $11,403-26.5% |