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 | $49,269 | $133,922-63.2% | $116,228-57.6% | $142,382-65.4% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.6%+14.9pp | 80.1%+9.4pp |
| Annual return | 10.71% | 147.76%-137.1pp | 90.06%-79.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,724 | $3,446+37.1% | $2,994+57.8% | $4,299+9.9% |
| Participant deferral / active EE | $5,862 | $5,672+3.4% | $4,953+18.4% | $6,507-9.9% |
| Admin fee / account holder | $3,897 | $14,945-73.9% | $11,989-67.5% | $12,624-69.1% |