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 | $59,077 | $165,912-64.4% | $122,332-51.7% | $147,584-60.0% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 9.18% | 34.55%-25.4pp | 30.27%-21.1pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,356 | $5,754-59.1% | $4,050-41.8% | $4,876-51.7% |
| Participant deferral / active EE | $454 | $4,005-88.7% | $3,287-86.2% | $5,439-91.7% |
| Admin fee / account holder | $9,200 | $7,424+23.9% | $5,478+67.9% | $10,885-15.5% |