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 | $55,798 | $96,484-42.2% | $75,886-26.5% | $152,861-63.5% |
| Participation rate | 77.3% | 76.2%+1.1pp | 69.3%+8.0pp | 82.4%-5.2pp |
| Annual return | 17.28% | 33.98%-16.7pp | 30.76%-13.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,416 | $3,309+33.4% | $2,500+76.6% | $4,762-7.3% |
| Participant deferral / active EE | $5,070 | $4,553+11.4% | $3,603+40.7% | $5,850-13.3% |
| Admin fee / account holder | $750 | $8,078-90.7% | $5,418-86.2% | $11,596-93.5% |