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 | $41,581 | $115,770-64.1% | $101,248-58.9% | $158,922-73.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 9.59% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,320 | $4,175-44.4% | $3,660-36.6% | $4,761-51.3% |
| Participant deferral / active EE | $5,704 | $4,957+15.1% | $4,370+30.5% | $5,982-4.6% |
| Admin fee / account holder | $7,143 | $7,245-1.4% | $5,945+20.1% | $11,246-36.5% |