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 5-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 | $49,101 | $74,888-34.4% | $71,209-31.0% | $142,382-65.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 21.68% | 345.14%-323.5pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,340 | $2,854-18.0% | $2,721-14.0% | $4,299-45.6% |
| Participant deferral / active EE | $5,744 | $4,454+29.0% | $4,175+37.6% | $6,507-11.7% |
| Admin fee / account holder | $1,509 | $5,568-72.9% | $5,349-71.8% | $12,624-88.0% |