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 | $95,097 | $232,540-59.1% | $185,117-48.6% | $147,584-35.6% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 11.86% | 43.03%-31.2pp | 40.50%-28.6pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,050 | $5,195-41.3% | $4,182-27.1% | $4,876-37.4% |
| Participant deferral / active EE | $5,161 | $5,834-11.5% | $5,045+2.3% | $5,439-5.1% |
| Admin fee / account holder | $1,918 | $10,275-81.3% | $8,159-76.5% | $10,885-82.4% |