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 | $75,404 | $84,233-10.5% | $170,442-55.8% | $70,131+7.5% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 34.51% | 23.06%+11.4pp | 205.93%-171.4pp | 73.14%-38.6pp |
| Employer contribution / active EE | $3,555 | $3,387+5.0% | $5,433-34.6% | $2,342+51.8% |
| Participant deferral / active EE | $2,899 | $3,086-6.0% | $4,939-41.3% | $3,332-13.0% |
| Admin fee / account holder | $12,131 | $5,698+112.9% | $13,880-12.6% | $4,645+161.1% |