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 | $63,775 | $126,574-49.6% | $106,213-40.0% | $145,922-56.3% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 11.70% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,094 | $3,730+9.7% | $3,171+29.1% | $4,660-12.1% |
| Participant deferral / active EE | $5,183 | $5,724-9.4% | $5,016+3.3% | $6,688-22.5% |
| Admin fee / account holder | $2,704 | $17,304-84.4% | $11,033-75.5% | $13,397-79.8% |