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 | $101,809 | $209,336-51.4% | $197,124-48.4% | $137,256-25.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.10% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,257 | $6,591-20.2% | $6,227-15.6% | $4,156+26.5% |
| Participant deferral / active EE | $11,850 | $9,614+23.3% | $9,135+29.7% | $6,407+85.0% |
| Admin fee / account holder | $24,516 | $17,308+41.6% | $16,298+50.4% | $12,270+99.8% |