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 | $78,877 | $150,187-47.5% | $120,354-34.5% | $145,922-45.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 11.44% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,015 | $4,348-30.7% | $3,463-12.9% | $4,660-35.3% |
| Participant deferral / active EE | $7,608 | $6,173+23.2% | $4,991+52.4% | $6,688+13.8% |
| Admin fee / account holder | $2,601 | $12,207-78.7% | $9,423-72.4% | $13,397-80.6% |