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 | $94,317 | $169,161-44.2% | $129,295-27.1% | $145,959-35.4% |
| Participation rate | 94.1% | 76.5%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 8.32% | 14348.07%-14339.7pp | 9429.28%-9421.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $2,940 | $5,543-47.0% | $4,157-29.3% | $4,661-36.9% |
| Participant deferral / active EE | $1,298 | $4,989-74.0% | $4,169-68.9% | $6,689-80.6% |
| Admin fee / account holder | $11,707 | $9,878+18.5% | $7,665+52.7% | $13,398-12.6% |