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 5-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 | $79,831 | $117,841-32.3% | $102,423-22.1% | $145,922-45.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.72% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,412 | $3,615-60.9% | $3,023-53.3% | $4,660-69.7% |
| Participant deferral / active EE | $7,303 | $5,731+27.4% | $5,053+44.5% | $6,688+9.2% |
| Admin fee / account holder | $2,122 | $13,326-84.1% | $9,451-77.5% | $13,397-84.2% |