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 | $51,874 | $183,519-71.7% | $155,509-66.6% | $145,922-64.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.09% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,179 | $5,313-59.0% | $4,672-53.4% | $4,660-53.2% |
| Participant deferral / active EE | $4,209 | $6,462-34.9% | $5,626-25.2% | $6,688-37.1% |
| Admin fee / account holder | $537 | $19,313-97.2% | $15,912-96.6% | $13,397-96.0% |