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 | $53,081 | $87,540-39.4% | $75,781-30.0% | $125,391-57.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 29.37% | 13.48%+15.9pp | 9.68%+19.7pp | 282.22%-252.9pp |
| Employer contribution / active EE | $2,424 | $3,930-38.3% | $3,323-27.1% | $4,866-50.2% |
| Participant deferral / active EE | $6,721 | $4,229+58.9% | $3,651+84.1% | $5,352+25.6% |
| Admin fee / account holder | $1,465 | $6,502-77.5% | $5,299-72.4% | $9,540-84.6% |