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 | $54,183 | $77,419-30.0% | $69,455-22.0% | $152,861-64.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 19.89% | 39.06%-19.2pp | 28.97%-9.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,883 | $3,315-13.0% | $2,779+3.7% | $4,762-39.5% |
| Participant deferral / active EE | $6,795 | $4,414+54.0% | $3,535+92.2% | $5,850+16.2% |
| Admin fee / account holder | $28,774 | $6,207+363.6% | $3,839+649.5% | $11,596+148.1% |