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 | $82,769 | $117,859-29.8% | $102,438-19.2% | $145,959-43.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.63% | 31.72%-16.1pp | 29.37%-13.7pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,193 | $3,615-67.0% | $3,024-60.6% | $4,661-74.4% |
| Participant deferral / active EE | $9,075 | $5,732+58.3% | $5,054+79.6% | $6,689+35.7% |
| Admin fee / account holder | $2,953 | $13,318-77.8% | $9,448-68.7% | $13,398-78.0% |