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 | $74,481 | $232,540-68.0% | $185,117-59.8% | $147,584-49.5% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 17.02% | 43.03%-26.0pp | 40.50%-23.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,398 | $5,195-53.8% | $4,182-42.7% | $4,876-50.8% |
| Participant deferral / active EE | $3,884 | $5,834-33.4% | $5,045-23.0% | $5,439-28.6% |
| Admin fee / account holder | $8,502 | $10,275-17.3% | $8,159+4.2% | $10,885-21.9% |