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 | $63,011 | $127,065-50.4% | $113,168-44.3% | $142,382-55.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 19.74% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,672 | $3,442-22.4% | $2,975-10.2% | $4,299-37.8% |
| Participant deferral / active EE | $6,378 | $5,716+11.6% | $5,107+24.9% | $6,507-2.0% |
| Admin fee / account holder | $4,032 | $15,736-74.4% | $12,068-66.6% | $12,624-68.1% |