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 | $60,877 | $197,591-69.2% | $177,821-65.8% | $158,922-61.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 9.68% | 58.76%-49.1pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $5,532 | $6,697-17.4% | $5,918-6.5% | $4,761+16.2% |
| Participant deferral / active EE | $6,243 | $8,405-25.7% | $7,714-19.1% | $5,982+4.4% |
| Admin fee / account holder | $1,934 | $15,399-87.4% | $12,427-84.4% | $11,246-82.8% |