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 | $61,410 | $99,079-38.0% | $77,999-21.3% | $273,961-77.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.43% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,062 | $3,308-7.4% | $2,470+23.9% | $4,869-37.1% |
| Participant deferral / active EE | $6,626 | $4,306+53.9% | $3,497+89.5% | $5,287+25.3% |
| Admin fee / account holder | $642 | $8,954-92.8% | $5,480-88.3% | $10,132-93.7% |