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 | $84,134 | $755,339-88.9% | $379,746-77.8% | $158,922-47.1% |
| Participation rate | 92.3% | 81.8%+10.6pp | 78.4%+13.9pp | 82.0%+10.3pp |
| Annual return | 20.23% | 53.41%-33.2pp | 34.90%-14.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,162 | $4,685-32.5% | $3,540-10.7% | $4,761-33.6% |
| Participant deferral / active EE | $9,110 | $7,938+14.8% | $6,024+51.2% | $5,982+52.3% |
| Admin fee / account holder | $1,092 | $14,482-92.5% | $7,927-86.2% | $11,246-90.3% |