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 | $54,630 | $152,587-64.2% | $125,175-56.4% | $152,861-64.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 19.57% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,868 | $4,946-62.2% | $3,865-51.7% | $4,762-60.8% |
| Participant deferral / active EE | $6,885 | $5,868+17.3% | $4,937+39.5% | $5,850+17.7% |
| Admin fee / account holder | $1,904 | $13,434-85.8% | $9,702-80.4% | $11,596-83.6% |