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 | $53,475 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 12.51% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,747 | $7,590-63.8% | $6,785-59.5% | $4,751-42.2% |
| Participant deferral / active EE | $9,589 | $11,622-17.5% | $10,408-7.9% | $6,710+42.9% |
| Admin fee / account holder | $608 | $15,381-96.0% | $12,815-95.3% | $11,403-94.7% |