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 | $71,742 | $86,286-16.9% | $111,297-35.5% | $85,850-16.4% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,849 | $2,043-9.5% | $2,731-32.3% | $2,565-27.9% |
| Participant deferral / active EE | $1,792 | $3,641-50.8% | $4,487-60.1% | $3,952-54.6% |
| Admin fee / account holder | $7,923 | $8,188-3.2% | $7,964-0.5% | $6,260+26.6% |