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 | $79,264 | $115,770-31.5% | $101,248-21.7% | $158,922-50.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 7.60% | 56.14%-48.5pp | 46.47%-38.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $8,399 | $4,175+101.2% | $3,660+129.5% | $4,761+76.4% |
| Participant deferral / active EE | $4,764 | $4,957-3.9% | $4,370+9.0% | $5,982-20.4% |
| Admin fee / account holder | $12,840 | $7,245+77.2% | $5,945+116.0% | $11,246+14.2% |