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 | $49,757 | $211,958-76.5% | $169,463-70.6% | $135,375-63.2% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | 18.55% | 3.26%+15.3pp | 1.83%+16.7pp | 519.73%-501.2pp |
| Employer contribution / active EE | $6,565 | $5,120+28.2% | $4,159+57.8% | $4,779+37.4% |
| Participant deferral / active EE | $11,313 | $6,075+86.2% | $5,277+114.4% | $5,609+101.7% |
| Admin fee / account holder | $2,623 | $11,471-77.1% | $9,109-71.2% | $10,827-75.8% |