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 | $66,483 | $93,571-28.9% | $135,903-51.1% | $75,163-11.5% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 27.08% | 30.90%-3.8pp | 68.23%-41.2pp | 160.62%-133.5pp |
| Employer contribution / active EE | $3,081 | $3,537-12.9% | $4,856-36.6% | $2,670+15.4% |
| Participant deferral / active EE | $6,183 | $6,404-3.5% | $7,758-20.3% | $4,125+49.9% |
| Admin fee / account holder | $1,964 | $6,975-71.9% | $10,762-81.8% | $5,651-65.3% |