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 | $60,193 | $165,984-63.7% | $164,813-63.5% | $145,922-58.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 10.59% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,152 | $5,273-59.2% | $4,341-50.4% | $4,660-53.8% |
| Participant deferral / active EE | $4,359 | $6,959-37.4% | $6,031-27.7% | $6,688-34.8% |
| Admin fee / account holder | $1,421 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |