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 | $77,112 | $115,770-33.4% | $101,248-23.8% | $158,922-51.5% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 24.55% | 56.14%-31.6pp | 46.47%-21.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,412 | $4,175-42.2% | $3,660-34.1% | $4,761-49.3% |
| Participant deferral / active EE | $3,243 | $4,957-34.6% | $4,370-25.8% | $5,982-45.8% |
| Admin fee / account holder | $1,518 | $7,245-79.0% | $5,945-74.5% | $11,246-86.5% |