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 | $63,480 | $183,519-65.4% | $155,509-59.2% | $145,922-56.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.41% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,192 | $5,313-58.7% | $4,672-53.1% | $4,660-53.0% |
| Participant deferral / active EE | $5,223 | $6,462-19.2% | $5,626-7.2% | $6,688-21.9% |
| Admin fee / account holder | $3,928 | $19,313-79.7% | $15,912-75.3% | $13,397-70.7% |