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 | $51,514 | $112,881-54.4% | $90,951-43.4% | $158,922-67.6% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 15.65% | 215.79%-200.1pp | 134.60%-119.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,267 | $2,893+12.9% | $2,122+53.9% | $4,761-31.4% |
| Participant deferral / active EE | $4,180 | $4,128+1.3% | $3,373+23.9% | $5,982-30.1% |
| Admin fee / account holder | $780 | $8,041-90.3% | $5,959-86.9% | $11,246-93.1% |