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 | $83,455 | $202,432-58.8% | $169,368-50.7% | $139,434-40.1% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 16.60% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,258 | $4,692-30.6% | $4,013-18.8% | $4,751-31.4% |
| Participant deferral / active EE | $6,553 | $6,938-5.5% | $6,221+5.3% | $6,710-2.3% |
| Admin fee / account holder | $2,341 | $10,708-78.1% | $9,003-74.0% | $11,403-79.5% |