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 | $73,196 | $98,750-25.9% | $149,696-51.1% | $79,858-8.3% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 25.52% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,548 | $3,216-51.9% | $4,644-66.7% | $2,471-37.4% |
| Participant deferral / active EE | $7,599 | $5,680+33.8% | $6,842+11.1% | $3,740+103.2% |
| Admin fee / account holder | $1,673 | $6,053-72.4% | $9,309-82.0% | $5,306-68.5% |