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 | $53,783 | $150,187-64.2% | $120,354-55.3% | $145,922-63.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.17% | 154.07%-143.9pp | 107.15%-97.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,005 | $4,348-30.9% | $3,463-13.2% | $4,660-35.5% |
| Participant deferral / active EE | $5,340 | $6,173-13.5% | $4,991+7.0% | $6,688-20.1% |
| Admin fee / account holder | $11,022 | $12,207-9.7% | $9,423+17.0% | $13,397-17.7% |