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 | $53,277 | $77,634-31.4% | $156,549-66.0% | $62,891-15.3% |
| Participation rate | 78.8% | 71.2%+7.6pp | 84.0%-5.2pp | 69.3%+9.5pp |
| Annual return | 10.45% | 50.32%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,412 | $3,444-30.0% | $5,501-56.2% | $2,281+5.7% |
| Participant deferral / active EE | $5,547 | $3,045+82.1% | $4,871+13.9% | $3,203+73.2% |
| Admin fee / account holder | $1,362 | $5,561-75.5% | $13,027-89.5% | $4,296-68.3% |