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 | $70,433 | $140,940-50.0% | $112,229-37.2% | $139,434-49.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.00% | 32.71%-12.7pp | 30.20%-10.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,750 | $4,283-35.8% | $3,430-19.8% | $4,751-42.1% |
| Participant deferral / active EE | $5,240 | $5,874-10.8% | $4,798+9.2% | $6,710-21.9% |
| Admin fee / account holder | $343 | $9,954-96.6% | $7,748-95.6% | $11,403-97.0% |