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 | $60,067 | $102,616-41.5% | $81,983-26.7% | $158,922-62.2% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 8.96% | 61.04%-52.1pp | 41.31%-32.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,129 | $3,240-65.2% | $2,498-54.8% | $4,761-76.3% |
| Participant deferral / active EE | $3,123 | $4,648-32.8% | $3,722-16.1% | $5,982-47.8% |
| Admin fee / account holder | $7,915 | $8,235-3.9% | $5,664+39.8% | $11,246-29.6% |