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 | $63,991 | $197,591-67.6% | $177,821-64.0% | $158,922-59.7% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 15.56% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,898 | $6,697-71.7% | $5,918-67.9% | $4,761-60.1% |
| Participant deferral / active EE | $4,681 | $8,405-44.3% | $7,714-39.3% | $5,982-21.8% |
| Admin fee / account holder | $400 | $15,399-97.4% | $12,427-96.8% | $11,246-96.4% |