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 6-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 | $53,021 | $201,272-73.7% | $184,203-71.2% | $145,922-63.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.65% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,955 | $7,022-29.4% | $6,427-22.9% | $4,660+6.3% |
| Participant deferral / active EE | $5,021 | $9,806-48.8% | $9,131-45.0% | $6,688-24.9% |
| Admin fee / account holder | $945 | $16,364-94.2% | $13,901-93.2% | $13,397-92.9% |