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 | $56,358 | $152,587-63.1% | $125,175-55.0% | $152,861-63.1% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 16.32% | 54.84%-38.5pp | 43.79%-27.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,293 | $4,946-53.6% | $3,865-40.7% | $4,762-51.8% |
| Participant deferral / active EE | $5,789 | $5,868-1.3% | $4,937+17.3% | $5,850-1.0% |
| Admin fee / account holder | $6,978 | $13,434-48.1% | $9,702-28.1% | $11,596-39.8% |