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 | $55,332 | $125,758-56.0% | $169,993-67.5% | $75,163-26.4% |
| Participation rate | 80.6% | 83.6%-3.0pp | 87.0%-6.4pp | 67.2%+13.4pp |
| Annual return | 38.20% | 27.20%+11.0pp | 53.37%-15.2pp | 160.62%-122.4pp |
| Employer contribution / active EE | $5,250 | $4,615+13.8% | $6,785-22.6% | $2,670+96.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,992 | $8,173-63.4% | $12,815-76.6% | $5,651-47.0% |