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 | $67,878 | $165,984-59.1% | $164,813-58.8% | $145,922-53.5% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 10.18% | 100.03%-89.9pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,725 | $5,273-67.3% | $4,341-60.3% | $4,660-63.0% |
| Participant deferral / active EE | $4,314 | $6,959-38.0% | $6,031-28.5% | $6,688-35.5% |
| Admin fee / account holder | $859 | $16,648-94.8% | $12,690-93.2% | $13,397-93.6% |