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 | $124,425-49.4% | $112,040-43.8% | $137,256-54.1% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 19.74% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,672 | $3,411-21.7% | $2,954-9.5% | $4,156-35.7% |
| Participant deferral / active EE | $6,378 | $5,718+11.5% | $5,098+25.1% | $6,407-0.5% |
| Admin fee / account holder | $4,032 | $15,207-73.5% | $12,098-66.7% | $12,270-67.1% |