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 | $86,835 | $126,574-31.4% | $106,213-18.2% | $145,922-40.5% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 12.37% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,402 | $3,730-35.6% | $3,171-24.3% | $4,660-48.5% |
| Participant deferral / active EE | $6,239 | $5,724+9.0% | $5,016+24.4% | $6,688-6.7% |
| Admin fee / account holder | $3,858 | $17,304-77.7% | $11,033-65.0% | $13,397-71.2% |