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 | $91,123 | $117,841-22.7% | $102,423-11.0% | $145,922-37.6% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 14.74% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,640 | $3,615-54.6% | $3,023-45.8% | $4,660-64.8% |
| Participant deferral / active EE | $5,589 | $5,731-2.5% | $5,053+10.6% | $6,688-16.4% |
| Admin fee / account holder | $2,225 | $13,326-83.3% | $9,451-76.5% | $13,397-83.4% |