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 | $53,360 | $112,881-52.7% | $90,951-41.3% | $158,922-66.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 12.82% | 215.79%-203.0pp | 134.60%-121.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,489 | $2,893+20.6% | $2,122+64.4% | $4,761-26.7% |
| Participant deferral / active EE | $3,489 | $4,128-15.5% | $3,373+3.4% | $5,982-41.7% |
| Admin fee / account holder | $7,452 | $8,041-7.3% | $5,959+25.1% | $11,246-33.7% |