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 | $97,491 | $111,535-12.6% | $105,223-7.3% | $137,256-29.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,510 | $3,939-36.3% | $3,689-31.9% | $4,156-39.6% |
| Participant deferral / active EE | $5,163 | $5,500-6.1% | $5,072+1.8% | $6,407-19.4% |
| Admin fee / account holder | $18,494 | $9,721+90.2% | $8,859+108.8% | $12,270+50.7% |