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 | $66,765 | $102,966-35.2% | $90,281-26.0% | $152,861-56.3% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.4%-3.3pp |
| Annual return | 79.98% | 95.16%-15.2pp | 78.10%+1.9pp | 345.32%-265.3pp |
| Employer contribution / active EE | $3,423 | $3,139+9.1% | $2,854+19.9% | $4,762-28.1% |
| Participant deferral / active EE | $4,331 | $4,281+1.2% | $3,885+11.5% | $5,850-26.0% |
| Admin fee / account holder | $11,713 | $6,171+89.8% | $5,351+118.9% | $11,596+1.0% |