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 | $77,696 | $100,773-22.9% | $88,946-12.6% | $142,382-45.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 21.17% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $6,389 | $2,918+119.0% | $2,555+150.1% | $4,299+48.6% |
| Participant deferral / active EE | $11,783 | $5,230+125.3% | $4,581+157.2% | $6,507+81.1% |
| Admin fee / account holder | $6,569 | $9,693-32.2% | $8,261-20.5% | $12,624-48.0% |