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 | $74,704 | $107,334-30.4% | $92,893-19.6% | $152,861-51.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 15.02% | 145.58%-130.6pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $7,030 | $4,221+66.5% | $3,653+92.5% | $4,762+47.6% |
| Participant deferral / active EE | $8,929 | $4,845+84.3% | $4,236+110.8% | $5,850+52.6% |
| Admin fee / account holder | $1,742 | $7,079-75.4% | $5,794-69.9% | $11,596-85.0% |