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 | $66,850 | $162,781-58.9% | $133,956-50.1% | $158,922-57.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 6.47% | 41.94%-35.5pp | 45.09%-38.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,576 | $4,975-48.2% | $3,919-34.3% | $4,761-45.9% |
| Participant deferral / active EE | $4,231 | $5,911-28.4% | $5,048-16.2% | $5,982-29.3% |
| Admin fee / account holder | $4,882 | $11,736-58.4% | $8,927-45.3% | $11,246-56.6% |