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 | $57,201 | $165,984-65.5% | $164,813-65.3% | $145,922-60.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.43% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,429 | $5,273-72.9% | $4,341-67.1% | $4,660-69.3% |
| Participant deferral / active EE | $3,576 | $6,959-48.6% | $6,031-40.7% | $6,688-46.5% |
| Admin fee / account holder | $11,071 | $16,648-33.5% | $12,690-12.8% | $13,397-17.4% |