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 | $49,573 | $117,983-58.0% | $101,794-51.3% | $142,382-65.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 15.55% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,321 | $2,773-16.3% | $2,289+1.4% | $4,299-46.0% |
| Participant deferral / active EE | $4,694 | $4,714-0.4% | $4,084+14.9% | $6,507-27.9% |
| Admin fee / account holder | $11,241 | $10,433+7.7% | $8,777+28.1% | $12,624-11.0% |