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 | $76,007 | $138,065-44.9% | $123,544-38.5% | $135,375-43.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 1.15% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $4,350 | $5,151-15.6% | $4,628-6.0% | $4,779-9.0% |
| Participant deferral / active EE | $3,455 | $6,799-49.2% | $6,426-46.2% | $5,609-38.4% |
| Admin fee / account holder | $805 | $10,916-92.6% | $9,284-91.3% | $10,827-92.6% |