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 | $66,104 | $117,841-43.9% | $102,423-35.5% | $145,922-54.7% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 8.71% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,487 | $3,615-3.5% | $3,023+15.3% | $4,660-25.2% |
| Participant deferral / active EE | $5,213 | $5,731-9.0% | $5,053+3.2% | $6,688-22.1% |
| Admin fee / account holder | $7,282 | $13,326-45.4% | $9,451-22.9% | $13,397-45.6% |