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 | $82,493 | $102,966-19.9% | $90,281-8.6% | $152,861-46.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.40% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,179 | $3,139+1.3% | $2,854+11.4% | $4,762-33.2% |
| Participant deferral / active EE | $4,902 | $4,281+14.5% | $3,885+26.2% | $5,850-16.2% |
| Admin fee / account holder | $26,140 | $6,171+323.6% | $5,351+388.5% | $11,596+125.4% |