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 | $56,222 | $107,334-47.6% | $92,893-39.5% | $152,861-63.2% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 17.51% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,087 | $4,221-50.6% | $3,653-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $4,156 | $4,845-14.2% | $4,236-1.9% | $5,850-29.0% |
| Admin fee / account holder | $6,541 | $7,079-7.6% | $5,794+12.9% | $11,596-43.6% |