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 | $52,155 | $177,572-70.6% | $154,803-66.3% | $142,382-63.4% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,191 | $4,810-75.2% | $4,305-72.3% | $4,299-72.3% |
| Participant deferral / active EE | $3,046 | $6,272-51.4% | $5,540-45.0% | $6,507-53.2% |
| Admin fee / account holder | $498 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |