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 | $47,510 | $74,888-36.6% | $71,209-33.3% | $142,382-66.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 14.43% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,389 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $4,683 | $4,454+5.1% | $4,175+12.2% | $6,507-28.0% |
| Admin fee / account holder | $5,031 | $5,568-9.7% | $5,349-5.9% | $12,624-60.1% |