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 | $70,303 | $117,841-40.3% | $102,423-31.4% | $145,922-51.8% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 21.11% | 31.65%-10.5pp | 29.32%-8.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $6,952 | $3,615+92.3% | $3,023+130.0% | $4,660+49.2% |
| Participant deferral / active EE | $7,894 | $5,731+37.7% | $5,053+56.2% | $6,688+18.0% |
| Admin fee / account holder | $3,419 | $13,326-74.3% | $9,451-63.8% | $13,397-74.5% |