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 | $51,668 | $117,983-56.2% | $101,794-49.2% | $142,382-63.7% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 17.78% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,675 | $2,773+104.7% | $2,289+147.9% | $4,299+32.0% |
| Participant deferral / active EE | $9,513 | $4,714+101.8% | $4,084+132.9% | $6,507+46.2% |
| Admin fee / account holder | $465 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |