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 | $92,589 | $197,591-53.1% | $177,821-47.9% | $158,922-41.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 24.12% | 58.76%-34.6pp | 48.32%-24.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,588 | $6,697-61.4% | $5,918-56.3% | $4,761-45.6% |
| Participant deferral / active EE | $9,966 | $8,405+18.6% | $7,714+29.2% | $5,982+66.6% |
| Admin fee / account holder | $3,483 | $15,399-77.4% | $12,427-72.0% | $11,246-69.0% |