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 | $74,597 | $111,724-33.2% | $93,606-20.3% | $145,922-48.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.52% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,493 | $3,090+77.8% | $2,420+127.0% | $4,660+17.9% |
| Participant deferral / active EE | $2,994 | $4,912-39.0% | $4,411-32.1% | $6,688-55.2% |
| Admin fee / account holder | $8,885 | $10,250-13.3% | $8,285+7.2% | $13,397-33.7% |