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 | $98,129 | $197,591-50.3% | $177,821-44.8% | $158,922-38.3% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 17.67% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,815 | $6,697-58.0% | $5,918-52.4% | $4,761-40.9% |
| Participant deferral / active EE | $7,211 | $8,405-14.2% | $7,714-6.5% | $5,982+20.5% |
| Admin fee / account holder | $7,687 | $15,399-50.1% | $12,427-38.1% | $11,246-31.6% |