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 | $83,413 | $117,841-29.2% | $102,423-18.6% | $145,922-42.8% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.09% | 31.65%-19.6pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,587 | $3,615-56.1% | $3,023-47.5% | $4,660-65.9% |
| Participant deferral / active EE | $3,325 | $5,731-42.0% | $5,053-34.2% | $6,688-50.3% |
| Admin fee / account holder | $1,027 | $13,326-92.3% | $9,451-89.1% | $13,397-92.3% |