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 | $72,996 | $117,859-38.1% | $102,438-28.7% | $145,959-50.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.17% | 31.72%-16.6pp | 29.37%-14.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,276 | $3,615-37.0% | $3,024-24.7% | $4,661-51.2% |
| Participant deferral / active EE | $4,106 | $5,732-28.4% | $5,054-18.7% | $6,689-38.6% |
| Admin fee / account holder | $2,411 | $13,318-81.9% | $9,448-74.5% | $13,398-82.0% |