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 | $52,747 | $232,540-77.3% | $185,117-71.5% | $147,584-64.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 21.10% | 43.03%-21.9pp | 40.50%-19.4pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,024 | $5,195-61.1% | $4,182-51.6% | $4,876-58.5% |
| Participant deferral / active EE | $9,181 | $5,834+57.4% | $5,045+82.0% | $5,439+68.8% |
| Admin fee / account holder | $1,287 | $10,275-87.5% | $8,159-84.2% | $10,885-88.2% |