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 | $78,062 | $117,841-33.8% | $102,423-23.8% | $145,922-46.5% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.72% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,023-51.0% | $4,660-68.2% |
| Participant deferral / active EE | $2,957 | $5,731-48.4% | $5,053-41.5% | $6,688-55.8% |
| Admin fee / account holder | $1,789 | $13,326-86.6% | $9,451-81.1% | $13,397-86.6% |