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 | $91,153 | $159,602-42.9% | $150,045-39.2% | $142,382-36.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.74% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,390 | $4,961+28.8% | $4,693+36.2% | $4,299+48.6% |
| Participant deferral / active EE | $8,821 | $8,310+6.1% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $35,366 | $14,846+138.2% | $13,435+163.2% | $12,624+180.2% |