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 | $55,362 | $106,890-48.2% | $84,015-34.1% | $152,861-63.8% |
| Participation rate | 76.2% | 75.2%+1.0pp | 69.0%+7.2pp | 82.4%-6.3pp |
| Annual return | 27.15% | 104.99%-77.8pp | 71.31%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,707 | $2,734-1.0% | $1,983+36.5% | $4,762-43.2% |
| Participant deferral / active EE | $5,850 | $4,011+45.8% | $3,239+80.6% | $5,8500% |
| Admin fee / account holder | $9,092 | $8,285+9.7% | $6,101+49.0% | $11,596-21.6% |