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 | $52,514 | $96,635-45.7% | $86,612-39.4% | $139,434-62.3% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 15.14% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,053 | $3,263-6.5% | $3,022+1.0% | $4,751-35.7% |
| Participant deferral / active EE | $5,634 | $4,836+16.5% | $4,438+27.0% | $6,710-16.0% |
| Admin fee / account holder | $21,320 | $6,408+232.7% | $5,614+279.7% | $11,403+87.0% |