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 | $77,328 | $115,882-33.3% | $100,516-23.1% | $158,922-51.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 7.96% | 34.79%-26.8pp | 30.89%-22.9pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,466 | $4,103-64.3% | $3,418-57.1% | $4,761-69.2% |
| Participant deferral / active EE | $6,650 | $6,674-0.4% | $6,270+6.1% | $5,982+11.2% |
| Admin fee / account holder | $23,127 | $10,995+110.3% | $8,081+186.2% | $11,246+105.7% |