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 | $65,159 | $111,754-41.7% | $103,333-36.9% | $145,922-55.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.69% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,312 | $4,212-45.1% | $3,868-40.2% | $4,660-50.4% |
| Participant deferral / active EE | $8,107 | $5,619+44.3% | $5,057+60.3% | $6,688+21.2% |
| Admin fee / account holder | $2,790 | $9,750-71.4% | $8,355-66.6% | $13,397-79.2% |