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 | $26,338 | $101,069-73.9% | $81,478-67.7% | $147,584-82.2% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 17.80% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,929 | $3,205-39.8% | $2,568-24.9% | $4,876-60.4% |
| Participant deferral / active EE | $3,756 | $4,242-11.4% | $3,537+6.2% | $5,439-30.9% |
| Admin fee / account holder | $853 | $5,812-85.3% | $4,561-81.3% | $10,885-92.2% |