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 | $31,014 | $74,888-58.6% | $71,209-56.4% | $142,382-78.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.99% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,922 | $2,854+72.4% | $2,721+80.9% | $4,299+14.5% |
| Participant deferral / active EE | $6,642 | $4,454+49.1% | $4,175+59.1% | $6,507+2.1% |
| Admin fee / account holder | $1,365 | $5,568-75.5% | $5,349-74.5% | $12,624-89.2% |