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 | $70,404 | $197,591-64.4% | $177,821-60.4% | $158,922-55.7% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 18.68% | 58.76%-40.1pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $6,327 | $6,697-5.5% | $5,918+6.9% | $4,761+32.9% |
| Participant deferral / active EE | $6,341 | $8,405-24.6% | $7,714-17.8% | $5,982+6.0% |
| Admin fee / account holder | $2,989 | $15,399-80.6% | $12,427-76.0% | $11,246-73.4% |