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 | $55,988 | $93,571-40.2% | $135,903-58.8% | $75,163-25.5% |
| Participation rate | 81.2% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 22.66% | 30.90%-8.2pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $3,384 | $3,537-4.3% | $4,856-30.3% | $2,670+26.8% |
| Participant deferral / active EE | $6,227 | $6,404-2.8% | $7,758-19.7% | $4,125+51.0% |
| Admin fee / account holder | $552 | $6,975-92.1% | $10,762-94.9% | $5,651-90.2% |