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 | $85,591 | $118,680-27.9% | $98,907-13.5% | $158,922-46.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 14.95% | 372.35%-357.4pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,474 | $3,333-25.8% | $2,689-8.0% | $4,761-48.0% |
| Participant deferral / active EE | $7,322 | $5,088+43.9% | $4,244+72.5% | $5,982+22.4% |
| Admin fee / account holder | $602 | $10,131-94.1% | $6,642-90.9% | $11,246-94.6% |