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 | $54,058 | $112,096-51.8% | $95,952-43.7% | $158,922-66.0% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 10.80% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,822 | $3,198-11.7% | $2,541+11.1% | $4,761-40.7% |
| Participant deferral / active EE | $4,602 | $4,784-3.8% | $4,167+10.4% | $5,982-23.1% |
| Admin fee / account holder | $13,895 | $10,130+37.2% | $6,795+104.5% | $11,246+23.6% |