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 | $71,291 | $124,281-42.6% | $109,143-34.7% | $167,490-57.4% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 23.54% | 26.04%-2.5pp | 25.75%-2.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $11,802 | $4,207+180.5% | $3,722+217.1% | $4,837+144.0% |
| Participant deferral / active EE | $4,913 | $5,255-6.5% | $4,653+5.6% | $6,341-22.5% |
| Admin fee / account holder | $12,556 | $7,970+57.6% | $6,752+86.0% | $12,309+2.0% |