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 | $86,259 | $118,680-27.3% | $98,907-12.8% | $158,922-45.7% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 10.54% | 372.35%-361.8pp | 196.43%-185.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,228 | $3,333-33.2% | $2,689-17.2% | $4,761-53.2% |
| Participant deferral / active EE | $4,887 | $5,088-3.9% | $4,244+15.1% | $5,982-18.3% |
| Admin fee / account holder | $878 | $10,131-91.3% | $6,642-86.8% | $11,246-92.2% |