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 | $54,366 | $125,758-56.8% | $169,993-68.0% | $75,163-27.7% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 15.60% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,470 | $4,615-46.5% | $6,785-63.6% | $2,670-7.5% |
| Participant deferral / active EE | $7,455 | $6,837+9.0% | $10,408-28.4% | $4,125+80.7% |
| Admin fee / account holder | $6,624 | $8,173-19.0% | $12,815-48.3% | $5,651+17.2% |