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 | $65,214 | $99,918-34.7% | $81,382-19.9% | $145,922-55.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 10.42% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,446 | $2,978+15.7% | $2,463+39.9% | $4,660-26.1% |
| Participant deferral / active EE | $5,661 | $4,605+22.9% | $3,883+45.8% | $6,688-15.3% |
| Admin fee / account holder | $928 | $8,212-88.7% | $5,768-83.9% | $13,397-93.1% |