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 | $73,786 | $180,028-59.0% | $138,135-46.6% | $158,922-53.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.90% | 21.68%-6.8pp | 20.51%-5.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,611 | $7,470-78.4% | $5,587-71.2% | $4,761-66.2% |
| Participant deferral / active EE | $5,374 | $7,717-30.4% | $6,431-16.4% | $5,982-10.2% |
| Admin fee / account holder | $9,409 | $17,912-47.5% | $11,856-20.6% | $11,246-16.3% |