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 | $50,115 | $142,405-64.8% | $115,157-56.5% | $152,861-67.2% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 18.06% | 41.48%-23.4pp | 35.60%-17.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,424 | $4,010-64.5% | $3,179-55.2% | $4,762-70.1% |
| Participant deferral / active EE | $2,041 | $5,164-60.5% | $4,168-51.0% | $5,850-65.1% |
| Admin fee / account holder | $1,152 | $8,462-86.4% | $7,088-83.7% | $11,596-90.1% |