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 | $53,215 | $115,882-54.1% | $100,516-47.1% | $158,922-66.5% |
| Participation rate | 81.0% | 81.6%-0.6pp | 79.4%+1.6pp | 82.0%-1.0pp |
| Annual return | 17.38% | 34.79%-17.4pp | 30.89%-13.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,826 | $4,103-55.5% | $3,418-46.6% | $4,761-61.7% |
| Participant deferral / active EE | $6,389 | $6,674-4.3% | $6,270+1.9% | $5,982+6.8% |
| Admin fee / account holder | $358 | $10,995-96.7% | $8,081-95.6% | $11,246-96.8% |