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 | $57,145 | $93,346-38.8% | $71,796-20.4% | $273,961-79.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 3.47% | 130.39%-126.9pp | 78.04%-74.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,181 | $2,733+89.6% | $1,924+169.2% | $4,869+6.4% |
| Participant deferral / active EE | $3,075 | $3,475-11.5% | $2,794+10.0% | $5,287-41.8% |
| Admin fee / account holder | $1,245 | $6,571-81.1% | $4,815-74.2% | $10,132-87.7% |