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 | $133,219 | $74,888+77.9% | $71,209+87.1% | $142,382-6.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 14.00% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,374 | $2,854-51.9% | $2,721-49.5% | $4,299-68.0% |
| Participant deferral / active EE | $5,483 | $4,454+23.1% | $4,175+31.3% | $6,507-15.7% |
| Admin fee / account holder | $34,337 | $5,568+516.6% | $5,349+542.0% | $12,624+172.0% |