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 | $66,608 | $112,096-40.6% | $95,952-30.6% | $158,922-58.1% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 12.17% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,271 | $3,198-60.3% | $2,541-50.0% | $4,761-73.3% |
| Participant deferral / active EE | $5,150 | $4,784+7.6% | $4,167+23.6% | $5,982-13.9% |
| Admin fee / account holder | $1,937 | $10,130-80.9% | $6,795-71.5% | $11,246-82.8% |