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 | $41,178 | $226,064-81.8% | $182,532-77.4% | $152,861-73.1% |
| Participation rate | 84.2% | 82.5%+1.8pp | 78.0%+6.2pp | 82.4%+1.8pp |
| Annual return | 18.85% | 192.51%-173.7pp | 148.54%-129.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,617 | $4,978-67.5% | $4,076-60.3% | $4,762-66.1% |
| Participant deferral / active EE | $6,554 | $6,368+2.9% | $5,524+18.6% | $5,850+12.0% |
| Admin fee / account holder | $9,945 | $10,703-7.1% | $8,592+15.7% | $11,596-14.2% |