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 | $78,596 | $91,552-14.2% | $133,956-41.3% | $79,858-1.6% |
| Participation rate | 74.0% | 73.3%+0.6pp | 79.8%-5.9pp | 69.6%+4.3pp |
| Annual return | 12.59% | 61.85%-49.3pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,032 | $2,384-56.7% | $3,919-73.7% | $2,471-58.2% |
| Participant deferral / active EE | $4,100 | $3,733+9.8% | $5,048-18.8% | $3,740+9.6% |
| Admin fee / account holder | $2,496 | $6,321-60.5% | $8,927-72.0% | $5,306-53.0% |