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 | $62,567 | $106,515-41.3% | $96,683-35.3% | $139,434-55.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.24% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,849 | $4,103-54.9% | $3,737-50.5% | $4,751-61.1% |
| Participant deferral / active EE | $4,951 | $5,454-9.2% | $4,878+1.5% | $6,710-26.2% |
| Admin fee / account holder | $1,583 | $7,877-79.9% | $6,730-76.5% | $11,403-86.1% |