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 | $91,443 | $112,096-18.4% | $95,952-4.7% | $158,922-42.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 19.41% | 171.09%-151.7pp | 91.61%-72.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,565 | $3,198-19.8% | $2,541+1.0% | $4,761-46.1% |
| Participant deferral / active EE | $5,130 | $4,784+7.2% | $4,167+23.1% | $5,982-14.2% |
| Admin fee / account holder | $11,128 | $10,130+9.9% | $6,795+63.8% | $11,246-1.0% |