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 | $79,738 | $197,591-59.6% | $177,821-55.2% | $158,922-49.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 8.59% | 58.76%-50.2pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,010 | $6,697-55.1% | $5,918-49.1% | $4,761-36.8% |
| Participant deferral / active EE | $6,133 | $8,405-27.0% | $7,714-20.5% | $5,982+2.5% |
| Admin fee / account holder | $7,312 | $15,399-52.5% | $12,427-41.2% | $11,246-35.0% |