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 | $76,478 | $74,888+2.1% | $71,209+7.4% | $142,382-46.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.72% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,281 | $2,854-20.1% | $2,721-16.2% | $4,299-46.9% |
| Participant deferral / active EE | $5,078 | $4,454+14.0% | $4,175+21.6% | $6,507-22.0% |
| Admin fee / account holder | $6,178 | $5,568+10.9% | $5,349+15.5% | $12,624-51.1% |