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 | $65,874 | $112,881-41.6% | $90,951-27.6% | $158,922-58.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 10.23% | 215.79%-205.6pp | 134.60%-124.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,045 | $2,893-63.9% | $2,122-50.8% | $4,761-78.1% |
| Participant deferral / active EE | $2,571 | $4,128-37.7% | $3,373-23.8% | $5,982-57.0% |
| Admin fee / account holder | $1,807 | $8,041-77.5% | $5,959-69.7% | $11,246-83.9% |