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 | $60,089 | $99,918-39.9% | $81,382-26.2% | $145,922-58.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 13.05% | 34.32%-21.3pp | 24.73%-11.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,368 | $2,978-54.1% | $2,463-44.5% | $4,660-70.6% |
| Participant deferral / active EE | $1,962 | $4,605-57.4% | $3,883-49.5% | $6,688-70.7% |
| Admin fee / account holder | $745 | $8,212-90.9% | $5,768-87.1% | $13,397-94.4% |