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 | $96,458 | $124,319-22.4% | $111,297-13.3% | $167,490-42.4% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 47.09% | 37.44%+9.7pp | 54.65%-7.6pp | 478.56%-431.5pp |
| Employer contribution / active EE | $1,288 | $3,435-62.5% | $2,731-52.8% | $4,837-73.4% |
| Participant deferral / active EE | $2,230 | $5,180-57.0% | $4,487-50.3% | $6,341-64.8% |
| Admin fee / account holder | $2,161 | $10,618-79.6% | $7,964-72.9% | $12,309-82.4% |