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 | $77,555 | $90,600-14.4% | $79,464-2.4% | $135,375-42.7% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | 14.05% | 977.43%-963.4pp | 718.14%-704.1pp | 519.73%-505.7pp |
| Employer contribution / active EE | $2,295 | $3,068-25.2% | $2,800-18.0% | $4,779-52.0% |
| Participant deferral / active EE | $7,694 | $4,050+90.0% | $3,704+107.7% | $5,609+37.2% |
| Admin fee / account holder | $5,593 | $5,907-5.3% | $5,113+9.4% | $10,827-48.3% |