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 | $55,927 | $100,901-44.6% | $75,670-26.1% | $147,584-62.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 10.26% | 35.78%-25.5pp | 27.34%-17.1pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,051 | $3,253-37.0% | $2,352-12.8% | $4,876-57.9% |
| Participant deferral / active EE | $2,129 | $4,027-47.1% | $3,142-32.2% | $5,439-60.9% |
| Admin fee / account holder | $1,164 | $11,285-89.7% | $5,800-79.9% | $10,885-89.3% |