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 | $62,826 | $197,591-68.2% | $177,821-64.7% | $158,922-60.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 8.62% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,945 | $6,697-56.0% | $5,918-50.2% | $4,761-38.1% |
| Participant deferral / active EE | $7,463 | $8,405-11.2% | $7,714-3.3% | $5,982+24.8% |
| Admin fee / account holder | $9,615 | $15,399-37.6% | $12,427-22.6% | $11,246-14.5% |