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 | $74,534 | $102,616-27.4% | $81,983-9.1% | $158,922-53.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 20.69% | 61.04%-40.3pp | 41.31%-20.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,511 | $3,240-22.5% | $2,498+0.5% | $4,761-47.3% |
| Participant deferral / active EE | $5,309 | $4,648+14.2% | $3,722+42.6% | $5,982-11.3% |
| Admin fee / account holder | $371 | $8,235-95.5% | $5,664-93.5% | $11,246-96.7% |