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 | $79,172 | $138,065-42.7% | $123,544-35.9% | $135,375-41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.85% | 153.68%-143.8pp | 119.20%-109.3pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,311 | $5,151-55.1% | $4,628-50.1% | $4,779-51.6% |
| Participant deferral / active EE | $6,224 | $6,799-8.5% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $1,568 | $10,916-85.6% | $9,284-83.1% | $10,827-85.5% |