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 | $83,780 | $169,161-50.5% | $129,295-35.2% | $145,959-42.6% |
| Participation rate | 84.2% | 76.5%+7.8pp | 69.6%+14.6pp | 80.3%+3.9pp |
| Annual return | 13.07% | 14348.07%-14335.0pp | 9429.28%-9416.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,506 | $5,543-72.8% | $4,157-63.8% | $4,661-67.7% |
| Participant deferral / active EE | $4,421 | $4,989-11.4% | $4,169+6.0% | $6,689-33.9% |
| Admin fee / account holder | $8,937 | $9,878-9.5% | $7,665+16.6% | $13,398-33.3% |