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 | $81,155 | $125,758-35.5% | $169,993-52.3% | $75,163+8.0% |
| Participation rate | 80.9% | 83.6%-2.7pp | 87.0%-6.1pp | 67.2%+13.7pp |
| Annual return | 47.69% | 27.20%+20.5pp | 53.37%-5.7pp | 160.62%-112.9pp |
| Employer contribution / active EE | $3,289 | $4,615-28.7% | $6,785-51.5% | $2,670+23.2% |
| Participant deferral / active EE | $8,223 | $6,837+20.3% | $10,408-21.0% | $4,125+99.3% |
| Admin fee / account holder | $4,765 | $8,173-41.7% | $12,815-62.8% | $5,651-15.7% |