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 7-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 | $55,200 | $106,515-48.2% | $96,683-42.9% | $139,434-60.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 16.05% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,875 | $4,103+18.8% | $3,737+30.5% | $4,751+2.6% |
| Participant deferral / active EE | $4,939 | $5,454-9.4% | $4,878+1.3% | $6,710-26.4% |
| Admin fee / account holder | $5,498 | $7,877-30.2% | $6,730-18.3% | $11,403-51.8% |