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 | $76,039 | $112,096-32.2% | $95,952-20.8% | $158,922-52.2% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 11.87% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,833 | $3,198-11.4% | $2,541+11.5% | $4,761-40.5% |
| Participant deferral / active EE | $5,752 | $4,784+20.2% | $4,167+38.0% | $5,982-3.9% |
| Admin fee / account holder | $29,905 | $10,130+195.2% | $6,795+340.1% | $11,246+165.9% |