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 | $89,983 | $126,574-28.9% | $106,213-15.3% | $145,922-38.3% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 10.70% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,998 | $3,730+7.2% | $3,171+26.1% | $4,660-14.2% |
| Participant deferral / active EE | $6,262 | $5,724+9.4% | $5,016+24.8% | $6,688-6.4% |
| Admin fee / account holder | $9,489 | $17,304-45.2% | $11,033-14.0% | $13,397-29.2% |