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 | $73,414 | $228,332-67.8% | $185,823-60.5% | $158,922-53.8% |
| Participation rate | 81.3% | 82.3%-1.0pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 14.29% | 40.80%-26.5pp | 35.95%-21.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,310 | $4,967-53.5% | $4,087-43.5% | $4,761-51.5% |
| Participant deferral / active EE | $3,488 | $6,415-45.6% | $5,632-38.1% | $5,982-41.7% |
| Admin fee / account holder | $10,912 | $11,864-8.0% | $9,500+14.9% | $11,246-3.0% |