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 | $75,499 | $111,535-32.3% | $105,223-28.2% | $137,256-45.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 13.59% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,788 | $3,939-54.6% | $3,689-51.5% | $4,156-57.0% |
| Participant deferral / active EE | $5,244 | $5,500-4.7% | $5,072+3.4% | $6,407-18.2% |
| Admin fee / account holder | $34,480 | $9,721+254.7% | $8,859+289.2% | $12,270+181.0% |