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 | $63,205 | $127,065-50.3% | $113,168-44.1% | $142,382-55.6% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 20.72% | 24.03%-3.3pp | 24.27%-3.5pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,544 | $3,442-26.1% | $2,975-14.5% | $4,299-40.8% |
| Participant deferral / active EE | $5,868 | $5,716+2.6% | $5,107+14.9% | $6,507-9.8% |
| Admin fee / account holder | $2,014 | $15,736-87.2% | $12,068-83.3% | $12,624-84.0% |