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 | $79,535 | $154,228-48.4% | $145,433-45.3% | $137,256-42.1% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 27.92% | 74.59%-46.7pp | 66.58%-38.7pp | 220.34%-192.4pp |
| Employer contribution / active EE | $2,864 | $4,804-40.4% | $4,554-37.1% | $4,156-31.1% |
| Participant deferral / active EE | $7,157 | $8,216-12.9% | $7,897-9.4% | $6,407+11.7% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.6% | $12,270-96.3% |