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 | $49,968 | $105,931-52.8% | $81,930-39.0% | $158,922-68.6% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 13.64% | 38.17%-24.5pp | 29.49%-15.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,322 | $7,800-70.2% | $4,310-46.1% | $4,761-51.2% |
| Participant deferral / active EE | $5,906 | $13,003-54.6% | $7,107-16.9% | $5,982-1.3% |
| Admin fee / account holder | $4,573 | $8,489-46.1% | $5,158-11.3% | $11,246-59.3% |