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 | $48,627 | $201,272-75.8% | $184,203-73.6% | $145,922-66.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 14.77% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,951 | $7,022-58.0% | $6,427-54.1% | $4,660-36.7% |
| Participant deferral / active EE | $7,166 | $9,806-26.9% | $9,131-21.5% | $6,688+7.2% |
| Admin fee / account holder | $8,106 | $16,364-50.5% | $13,901-41.7% | $13,397-39.5% |