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 | $74,898 | $107,334-30.2% | $92,893-19.4% | $152,861-51.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 25.81% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,554 | $4,221-15.8% | $3,653-2.7% | $4,762-25.4% |
| Participant deferral / active EE | $7,477 | $4,845+54.3% | $4,236+76.5% | $5,850+27.8% |
| Admin fee / account holder | $5,328 | $7,079-24.7% | $5,794-8.0% | $11,596-54.1% |