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 | $61,052 | $85,766-28.8% | $136,294-55.2% | $70,131-12.9% |
| Participation rate | 75.6% | 74.2%+1.5pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 36.70% | 31.45%+5.2pp | 5155.94%-5119.2pp | 73.14%-36.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,130 | $5,051+1.6% | $6,247-17.9% | $3,332+54.0% |
| Admin fee / account holder | $427 | $5,420-92.1% | $9,243-95.4% | $4,645-90.8% |