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 | $69,352 | $106,515-34.9% | $96,683-28.3% | $139,434-50.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.95% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,778 | $4,103+16.5% | $3,737+27.9% | $4,751+0.6% |
| Participant deferral / active EE | $8,163 | $5,454+49.7% | $4,878+67.3% | $6,710+21.7% |
| Admin fee / account holder | $3,068 | $7,877-61.1% | $6,730-54.4% | $11,403-73.1% |