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 | $90,025 | $126,574-28.9% | $106,213-15.2% | $145,922-38.3% |
| Participation rate | 84.2% | 77.6%+6.6pp | 75.3%+8.9pp | 80.3%+3.9pp |
| Annual return | 16.03% | 224.79%-208.8pp | 116.14%-100.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,429 | $3,730-8.1% | $3,171+8.1% | $4,660-26.4% |
| Participant deferral / active EE | $5,870 | $5,724+2.6% | $5,016+17.0% | $6,688-12.2% |
| Admin fee / account holder | $1,431 | $17,304-91.7% | $11,033-87.0% | $13,397-89.3% |