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 | $60,317 | $152,587-60.5% | $125,175-51.8% | $152,861-60.5% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 19.34% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,033 | $4,946-58.9% | $3,865-47.4% | $4,762-57.3% |
| Participant deferral / active EE | $6,102 | $5,868+4.0% | $4,937+23.6% | $5,850+4.3% |
| Admin fee / account holder | $2,733 | $13,434-79.7% | $9,702-71.8% | $11,596-76.4% |