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 | $81,129 | $99,079-18.1% | $77,999+4.0% | $273,961-70.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,088 | $3,308-6.6% | $2,470+25.0% | $4,869-36.6% |
| Participant deferral / active EE | $5,322 | $4,306+23.6% | $3,497+52.2% | $5,287+0.7% |
| Admin fee / account holder | $894 | $8,954-90.0% | $5,480-83.7% | $10,132-91.2% |