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 | $126,280 | $183,519-31.2% | $155,509-18.8% | $145,922-13.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.55% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,682 | $5,313-49.5% | $4,672-42.6% | $4,660-42.4% |
| Participant deferral / active EE | $9,838 | $6,462+52.2% | $5,626+74.9% | $6,688+47.1% |
| Admin fee / account holder | $5,131 | $19,313-73.4% | $15,912-67.8% | $13,397-61.7% |