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 | $63,525 | $115,770-45.1% | $101,248-37.3% | $158,922-60.0% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 9.13% | 56.14%-47.0pp | 46.47%-37.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,454 | $4,175-41.2% | $3,660-32.9% | $4,761-48.4% |
| Participant deferral / active EE | $5,234 | $4,957+5.6% | $4,370+19.8% | $5,982-12.5% |
| Admin fee / account holder | $9,832 | $7,245+35.7% | $5,945+65.4% | $11,246-12.6% |