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 | $42,223 | $111,535-62.1% | $105,223-59.9% | $137,256-69.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.68% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,835 | $3,939-28.0% | $3,689-23.2% | $4,156-31.8% |
| Participant deferral / active EE | $7,332 | $5,500+33.3% | $5,072+44.6% | $6,407+14.4% |
| Admin fee / account holder | $6,782 | $9,721-30.2% | $8,859-23.4% | $12,270-44.7% |