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 | $91,505 | $228,332-59.9% | $185,823-50.8% | $158,922-42.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 11.41% | 40.80%-29.4pp | 35.95%-24.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,538 | $4,967-28.8% | $4,087-13.4% | $4,761-25.7% |
| Participant deferral / active EE | $5,056 | $6,415-21.2% | $5,632-10.2% | $5,982-15.5% |
| Admin fee / account holder | $1,419 | $11,864-88.0% | $9,500-85.1% | $11,246-87.4% |