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 | $68,972 | $117,841-41.5% | $102,423-32.7% | $145,922-52.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.77% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,202 | $3,615-66.8% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $5,328 | $5,731-7.0% | $5,053+5.4% | $6,688-20.3% |
| Admin fee / account holder | $313 | $13,326-97.7% | $9,451-96.7% | $13,397-97.7% |