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 | $87,332 | $48,795+79.0% | $65,493+33.3% | $84,808+3.0% |
| Participation rate | 71.4% | 67.0%+4.4pp | 73.1%-1.7pp | 68.3%+3.1pp |
| Annual return | 12.55% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,940 | $1,930+0.5% | $2,574-24.6% | $2,631-26.3% |
| Participant deferral / active EE | $4,094 | $2,928+39.8% | $3,961+3.4% | $4,212-2.8% |
| Admin fee / account holder | $24,361 | $3,877+528.3% | $5,028+384.5% | $7,344+231.7% |