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 | $52,920 | $102,616-48.4% | $81,983-35.5% | $158,922-66.7% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 13.76% | 61.04%-47.3pp | 41.31%-27.5pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,403 | $3,240-25.8% | $2,498-3.8% | $4,761-49.5% |
| Participant deferral / active EE | $5,160 | $4,648+11.0% | $3,722+38.6% | $5,982-13.7% |
| Admin fee / account holder | $8,854 | $8,235+7.5% | $5,664+56.3% | $11,246-21.3% |