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 | $79,665 | $185,822-57.1% | $169,993-53.1% | $139,434-42.9% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 32.91% | 60.50%-27.6pp | 53.37%-20.5pp | 372.94%-340.0pp |
| Employer contribution / active EE | $3,658 | $7,590-51.8% | $6,785-46.1% | $4,751-23.0% |
| Participant deferral / active EE | $5,000 | $11,622-57.0% | $10,408-52.0% | $6,710-25.5% |
| Admin fee / account holder | $1,089 | $15,381-92.9% | $12,815-91.5% | $11,403-90.5% |