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 | $65,904 | $111,754-41.0% | $103,333-36.2% | $145,922-54.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.49% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,085 | $4,212+115.7% | $3,868+134.9% | $4,660+95.0% |
| Participant deferral / active EE | $3,245 | $5,619-42.2% | $5,057-35.8% | $6,688-51.5% |
| Admin fee / account holder | $7,525 | $9,750-22.8% | $8,355-9.9% | $13,397-43.8% |