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 | $53,166 | $77,419-31.3% | $69,455-23.5% | $152,861-65.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 6.84% | 39.06%-32.2pp | 28.97%-22.1pp | 345.32%-338.5pp |
| Employer contribution / active EE | $1,127 | $3,315-66.0% | $2,779-59.5% | $4,762-76.3% |
| Participant deferral / active EE | $2,786 | $4,414-36.9% | $3,535-21.2% | $5,850-52.4% |
| Admin fee / account holder | $6,902 | $6,207+11.2% | $3,839+79.8% | $11,596-40.5% |