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 | $75,886 | $117,841-35.6% | $102,423-25.9% | $145,922-48.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 11.42% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,946 | $3,615+9.2% | $3,023+30.5% | $4,660-15.3% |
| Participant deferral / active EE | $7,031 | $5,731+22.7% | $5,053+39.1% | $6,688+5.1% |
| Admin fee / account holder | $2,425 | $13,326-81.8% | $9,451-74.3% | $13,397-81.9% |