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 | $52,539 | $117,841-55.4% | $102,423-48.7% | $145,922-64.0% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 12.90% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,688 | $3,615+2.0% | $3,023+22.0% | $4,660-20.9% |
| Participant deferral / active EE | $5,062 | $5,731-11.7% | $5,053+0.2% | $6,688-24.3% |
| Admin fee / account holder | $2,337 | $13,326-82.5% | $9,451-75.3% | $13,397-82.6% |