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 | $63,119 | $198,466-68.2% | $170,442-63.0% | $147,584-57.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.29% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,109 | $6,184-49.7% | $5,433-42.8% | $4,876-36.2% |
| Participant deferral / active EE | $9,082 | $5,629+61.3% | $4,939+83.9% | $5,439+67.0% |
| Admin fee / account holder | $1,260 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |