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 | $108,240 | $197,591-45.2% | $177,821-39.1% | $158,922-31.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.04% | 58.76%-35.7pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,759 | $6,697-73.7% | $5,918-70.3% | $4,761-63.1% |
| Participant deferral / active EE | $4,681 | $8,405-44.3% | $7,714-39.3% | $5,982-21.7% |
| Admin fee / account holder | $406 | $15,399-97.4% | $12,427-96.7% | $11,246-96.4% |