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 | $62,174 | $152,587-59.3% | $125,175-50.3% | $152,861-59.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 22.53% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,121 | $4,946-77.3% | $3,865-71.0% | $4,762-76.5% |
| Participant deferral / active EE | $3,800 | $5,868-35.2% | $4,937-23.0% | $5,850-35.0% |
| Admin fee / account holder | $564 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |