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 | $55,013 | $162,781-66.2% | $133,956-58.9% | $158,922-65.4% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 11.60% | 41.94%-30.3pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,566 | $4,975-48.4% | $3,919-34.5% | $4,761-46.1% |
| Participant deferral / active EE | $5,672 | $5,911-4.0% | $5,048+12.4% | $5,982-5.2% |
| Admin fee / account holder | $18,461 | $11,736+57.3% | $8,927+106.8% | $11,246+64.2% |