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 | $92,045 | $117,841-21.9% | $102,423-10.1% | $145,922-36.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.57% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,519 | $3,615-58.0% | $3,023-49.8% | $4,660-67.4% |
| Participant deferral / active EE | $10,013 | $5,731+74.7% | $5,053+98.2% | $6,688+49.7% |
| Admin fee / account holder | $13,508 | $13,326+1.4% | $9,451+42.9% | $13,397+0.8% |