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 | $81,542 | $117,841-30.8% | $102,423-20.4% | $145,922-44.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 9.68% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,740 | $3,615-51.9% | $3,023-42.4% | $4,660-62.6% |
| Participant deferral / active EE | $6,704 | $5,731+17.0% | $5,053+32.7% | $6,688+0.2% |
| Admin fee / account holder | $20,528 | $13,326+54.0% | $9,451+117.2% | $13,397+53.2% |