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 | $85,686 | $152,587-43.8% | $125,175-31.5% | $152,861-43.9% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 26.63% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,385 | $4,946-51.8% | $3,865-38.3% | $4,762-49.9% |
| Participant deferral / active EE | $4,960 | $5,868-15.5% | $4,937+0.5% | $5,850-15.2% |
| Admin fee / account holder | $14,733 | $13,434+9.7% | $9,702+51.9% | $11,596+27.0% |