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 | $91,324 | $183,963-50.4% | $162,163-43.7% | $152,861-40.3% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 22.64% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,504 | $6,371-60.7% | $5,614-55.4% | $4,762-47.4% |
| Participant deferral / active EE | $6,200 | $8,034-22.8% | $7,298-15.0% | $5,850+6.0% |
| Admin fee / account holder | $13,030 | $13,121-0.7% | $10,843+20.2% | $11,596+12.4% |