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 | $67,489 | $197,591-65.8% | $177,821-62.0% | $158,922-57.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.84% | 58.76%-39.9pp | 48.32%-29.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,299 | $6,697-65.7% | $5,918-61.2% | $4,761-51.7% |
| Participant deferral / active EE | $6,955 | $8,405-17.2% | $7,714-9.8% | $5,982+16.3% |
| Admin fee / account holder | $963 | $15,399-93.7% | $12,427-92.2% | $11,246-91.4% |