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 6-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 | $56,061 | $99,877-43.9% | $84,966-34.0% | $145,922-61.6% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 22.57% | 83.76%-61.2pp | 66.38%-43.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $3,056 | $3,231-5.4% | $2,727+12.1% | $4,660-34.4% |
| Participant deferral / active EE | $6,530 | $5,291+23.4% | $4,519+44.5% | $6,688-2.4% |
| Admin fee / account holder | $6,635 | $7,248-8.5% | $6,149+7.9% | $13,397-50.5% |