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 | $79,435 | $117,841-32.6% | $102,423-22.4% | $145,922-45.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.00% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,482 | $3,615-31.3% | $3,023-17.9% | $4,660-46.7% |
| Participant deferral / active EE | $5,553 | $5,731-3.1% | $5,053+9.9% | $6,688-17.0% |
| Admin fee / account holder | $1,839 | $13,326-86.2% | $9,451-80.5% | $13,397-86.3% |