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 5-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 | $52,880 | $101,618-48.0% | $93,063-43.2% | $137,256-61.5% |
| Participation rate | 81.3% | 74.9%+6.3pp | 72.1%+9.1pp | 80.0%+1.3pp |
| Annual return | 14.73% | 223.95%-209.2pp | 34.15%-19.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,896 | $2,707+7.0% | $2,476+16.9% | $4,156-30.3% |
| Participant deferral / active EE | $5,682 | $4,279+32.8% | $3,958+43.5% | $6,407-11.3% |
| Admin fee / account holder | $8,447 | $6,198+36.3% | $6,033+40.0% | $12,270-31.2% |