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 | $52,179 | $183,519-71.6% | $155,509-66.4% | $145,922-64.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.31% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,552 | $5,313-33.1% | $4,672-24.0% | $4,660-23.8% |
| Participant deferral / active EE | $6,614 | $6,462+2.3% | $5,626+17.6% | $6,688-1.1% |
| Admin fee / account holder | $24,130 | $19,313+24.9% | $15,912+51.6% | $13,397+80.1% |