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 | $107,334-49.5% | $92,893-41.7% | $152,861-64.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 19.93% | 145.58%-125.6pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,641 | $4,221-13.7% | $3,653-0.3% | $4,762-23.5% |
| Participant deferral / active EE | $4,039 | $4,845-16.6% | $4,236-4.6% | $5,850-31.0% |
| Admin fee / account holder | $6,593 | $7,079-6.9% | $5,794+13.8% | $11,596-43.1% |