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 | $73,353 | $185,822-60.5% | $169,993-56.8% | $139,434-47.4% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 16.55% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,130 | $7,590-58.8% | $6,785-53.9% | $4,751-34.1% |
| Participant deferral / active EE | $3,647 | $11,622-68.6% | $10,408-65.0% | $6,710-45.7% |
| Admin fee / account holder | $1,040 | $15,381-93.2% | $12,815-91.9% | $11,403-90.9% |