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 | $92,834 | $176,662-47.5% | $130,648-28.9% | $152,861-39.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 18.79% | 2692.24%-2673.4pp | 1708.96%-1690.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,868 | $5,742-67.5% | $4,092-54.4% | $4,762-60.8% |
| Participant deferral / active EE | $3,736 | $4,361-14.3% | $3,603+3.7% | $5,850-36.1% |
| Admin fee / account holder | $1,831 | $7,133-74.3% | $5,464-66.5% | $11,596-84.2% |