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 | $81,529 | $107,334-24.0% | $92,893-12.2% | $152,861-46.7% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 24.23% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,289 | $4,221-45.8% | $3,653-37.3% | $4,762-51.9% |
| Participant deferral / active EE | $4,888 | $4,845+0.9% | $4,236+15.4% | $5,850-16.4% |
| Admin fee / account holder | $20,364 | $7,079+187.6% | $5,794+251.5% | $11,596+75.6% |