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 | $86,527 | $117,859-26.6% | $102,438-15.5% | $145,959-40.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 20.64% | 31.72%-11.1pp | 29.37%-8.7pp | 561.95%-541.3pp |
| Employer contribution / active EE | $1,653 | $3,615-54.3% | $3,024-45.3% | $4,661-64.5% |
| Participant deferral / active EE | $4,490 | $5,732-21.7% | $5,054-11.2% | $6,689-32.9% |
| Admin fee / account holder | $7,267 | $13,318-45.4% | $9,448-23.1% | $13,398-45.8% |