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 | $84,309 | $125,758-33.0% | $169,993-50.4% | $75,163+12.2% |
| Participation rate | 82.8% | 83.6%-0.8pp | 87.0%-4.2pp | 67.2%+15.6pp |
| Annual return | 18.82% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,617 | $4,615-65.0% | $6,785-76.2% | $2,670-39.4% |
| Participant deferral / active EE | $3,530 | $6,837-48.4% | $10,408-66.1% | $4,125-14.4% |
| Admin fee / account holder | $392 | $8,173-95.2% | $12,815-96.9% | $5,651-93.1% |