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 | $80,552 | $106,515-24.4% | $96,683-16.7% | $139,434-42.2% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 15.32% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,057 | $4,103-25.5% | $3,737-18.2% | $4,751-35.6% |
| Participant deferral / active EE | $5,816 | $5,454+6.6% | $4,878+19.2% | $6,710-13.3% |
| Admin fee / account holder | $7,465 | $7,877-5.2% | $6,730+10.9% | $11,403-34.5% |