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 | $72,994 | $126,574-42.3% | $106,213-31.3% | $145,922-50.0% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 8.71% | 224.79%-216.1pp | 116.14%-107.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,256 | $3,730-12.7% | $3,171+2.7% | $4,660-30.1% |
| Participant deferral / active EE | $6,887 | $5,724+20.3% | $5,016+37.3% | $6,688+3.0% |
| Admin fee / account holder | $20,049 | $17,304+15.9% | $11,033+81.7% | $13,397+49.7% |