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 | $51,580 | $115,770-55.4% | $101,248-49.1% | $158,922-67.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 36.10% | 56.14%-20.0pp | 46.47%-10.4pp | 302.83%-266.7pp |
| Employer contribution / active EE | $1,243 | $4,175-70.2% | $3,660-66.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,111 | $4,957-57.4% | $4,370-51.7% | $5,982-64.7% |
| Admin fee / account holder | $2,037 | $7,245-71.9% | $5,945-65.7% | $11,246-81.9% |