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 8-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 | $46,244 | $152,587-69.7% | $125,175-63.1% | $152,861-69.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 15.26% | 54.84%-39.6pp | 43.79%-28.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,303 | $4,946+7.2% | $3,865+37.2% | $4,762+11.4% |
| Participant deferral / active EE | $6,693 | $5,868+14.1% | $4,937+35.6% | $5,850+14.4% |
| Admin fee / account holder | $7,753 | $13,434-42.3% | $9,702-20.1% | $11,596-33.1% |