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 | $69,539 | $107,334-35.2% | $92,893-25.1% | $152,861-54.5% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 18.53% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $813 | $4,221-80.7% | $3,653-77.7% | $4,762-82.9% |
| Participant deferral / active EE | $4,644 | $4,845-4.2% | $4,236+9.6% | $5,850-20.6% |
| Admin fee / account holder | $20,508 | $7,079+189.7% | $5,794+254.0% | $11,596+76.8% |