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 | $57,900 | $118,450-51.1% | $98,439-41.2% | $139,434-58.5% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 16.49% | 18.94%-2.4pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,795 | $3,609-50.3% | $3,048-41.1% | $4,751-62.2% |
| Participant deferral / active EE | $4,090 | $5,392-24.1% | $4,738-13.7% | $6,710-39.0% |
| Admin fee / account holder | $6,446 | $14,026-54.0% | $8,948-28.0% | $11,403-43.5% |