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 | $53,095 | $118,450-55.2% | $98,439-46.1% | $139,434-61.9% |
| Participation rate | 82.6% | 77.4%+5.2pp | 75.2%+7.4pp | 80.3%+2.3pp |
| Annual return | 19.20% | 18.94%+0.3pp | 21.16%-2.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,652 | $3,609-54.2% | $3,048-45.8% | $4,751-65.2% |
| Participant deferral / active EE | $6,175 | $5,392+14.5% | $4,738+30.3% | $6,710-8.0% |
| Admin fee / account holder | $6,156 | $14,026-56.1% | $8,948-31.2% | $11,403-46.0% |