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 | $39,112 | $197,591-80.2% | $177,821-78.0% | $158,922-75.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 10.88% | 58.76%-47.9pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $6,667 | $6,697-0.5% | $5,918+12.6% | $4,761+40.0% |
| Participant deferral / active EE | $3,814 | $8,405-54.6% | $7,714-50.6% | $5,982-36.2% |
| Admin fee / account holder | $76,206 | $15,399+394.9% | $12,427+513.2% | $11,246+577.6% |