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 | $52,535 | $96,484-45.6% | $75,886-30.8% | $152,861-65.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.3%+12.5pp | 82.4%-0.6pp |
| Annual return | 20.45% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,828 | $3,309-44.8% | $2,500-26.9% | $4,762-61.6% |
| Participant deferral / active EE | $3,381 | $4,553-25.7% | $3,603-6.2% | $5,850-42.2% |
| Admin fee / account holder | $743 | $8,078-90.8% | $5,418-86.3% | $11,596-93.6% |