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 | $84,869 | $126,519-32.9% | $106,201-20.1% | $145,959-41.9% |
| Participation rate | 79.2% | 77.7%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 12.99% | 225.10%-212.1pp | 116.26%-103.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,881 | $3,726-49.5% | $3,170-40.7% | $4,661-59.6% |
| Participant deferral / active EE | $3,307 | $5,716-42.1% | $5,012-34.0% | $6,689-50.6% |
| Admin fee / account holder | $15,793 | $17,312-8.8% | $11,039+43.1% | $13,398+17.9% |