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 | $50,900 | $110,261-53.8% | $95,745-46.8% | $139,434-63.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.40% | 27.11%-11.7pp | 28.35%-13.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,210 | $3,257-32.1% | $2,835-22.0% | $4,751-53.5% |
| Participant deferral / active EE | $4,624 | $4,676-1.1% | $4,245+8.9% | $6,710-31.1% |
| Admin fee / account holder | $1,413 | $6,613-78.6% | $5,678-75.1% | $11,403-87.6% |