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 | $84,666 | $177,572-52.3% | $154,803-45.3% | $142,382-40.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,926 | $4,810-60.0% | $4,305-55.3% | $4,299-55.2% |
| Participant deferral / active EE | $4,295 | $6,272-31.5% | $5,540-22.5% | $6,507-34.0% |
| Admin fee / account holder | $6,503 | $16,786-61.3% | $14,329-54.6% | $12,624-48.5% |