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 | $79,487 | $117,841-32.5% | $102,423-22.4% | $145,922-45.5% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 12.90% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,387 | $3,615-6.3% | $3,023+12.0% | $4,660-27.3% |
| Participant deferral / active EE | $11,759 | $5,731+105.2% | $5,053+132.7% | $6,688+75.8% |
| Admin fee / account holder | $5,117 | $13,326-61.6% | $9,451-45.9% | $13,397-61.8% |