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 | $55,540 | $106,515-47.9% | $96,683-42.6% | $139,434-60.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.33% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,872 | $4,103-54.4% | $3,737-49.9% | $4,751-60.6% |
| Participant deferral / active EE | $7,410 | $5,454+35.9% | $4,878+51.9% | $6,710+10.4% |
| Admin fee / account holder | $426 | $7,877-94.6% | $6,730-93.7% | $11,403-96.3% |