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 | $36,757 | $107,334-65.8% | $92,893-60.4% | $152,861-76.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 17.55% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,937 | $4,221-54.1% | $3,653-47.0% | $4,762-59.3% |
| Participant deferral / active EE | $5,465 | $4,845+12.8% | $4,236+29.0% | $5,850-6.6% |
| Admin fee / account holder | $8,641 | $7,079+22.1% | $5,794+49.1% | $11,596-25.5% |