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 | $74,666 | $197,591-62.2% | $177,821-58.0% | $158,922-53.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 15.76% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,749 | $6,697-73.9% | $5,918-70.5% | $4,761-63.3% |
| Participant deferral / active EE | $4,525 | $8,405-46.2% | $7,714-41.3% | $5,982-24.4% |
| Admin fee / account holder | $324 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |