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 | $53,246 | $102,616-48.1% | $81,983-35.1% | $158,922-66.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 13.51% | 61.04%-47.5pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,781 | $3,240-14.2% | $2,498+11.3% | $4,761-41.6% |
| Participant deferral / active EE | $7,443 | $4,648+60.1% | $3,722+100.0% | $5,982+24.4% |
| Admin fee / account holder | $3,208 | $8,235-61.0% | $5,664-43.4% | $11,246-71.5% |