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 | $62,473 | $154,117-59.5% | $129,995-51.9% | $139,434-55.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.85% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,094 | $5,289-79.3% | $4,320-74.7% | $4,751-77.0% |
| Participant deferral / active EE | $2,884 | $6,710-57.0% | $5,820-50.4% | $6,710-57.0% |
| Admin fee / account holder | $1,329 | $14,007-90.5% | $10,614-87.5% | $11,403-88.3% |