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 | $54,764 | $162,781-66.4% | $133,956-59.1% | $158,922-65.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.37% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,493 | $4,975-70.0% | $3,919-61.9% | $4,761-68.6% |
| Participant deferral / active EE | $5,972 | $5,911+1.0% | $5,048+18.3% | $5,982-0.2% |
| Admin fee / account holder | $3,765 | $11,736-67.9% | $8,927-57.8% | $11,246-66.5% |