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 | $51,977 | $112,096-53.6% | $95,952-45.8% | $158,922-67.3% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 7.49% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,977 | $3,198-6.9% | $2,541+17.2% | $4,761-37.5% |
| Participant deferral / active EE | $5,283 | $4,784+10.4% | $4,167+26.8% | $5,982-11.7% |
| Admin fee / account holder | $44,873 | $10,130+343.0% | $6,795+560.3% | $11,246+299.0% |