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 | $84,984 | $162,781-47.8% | $133,956-36.6% | $158,922-46.5% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 16.13% | 41.94%-25.8pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,933 | $4,975-41.1% | $3,919-25.2% | $4,761-38.4% |
| Participant deferral / active EE | $8,459 | $5,911+43.1% | $5,048+67.6% | $5,982+41.4% |
| Admin fee / account holder | $4,189 | $11,736-64.3% | $8,927-53.1% | $11,246-62.8% |