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 | $55,958 | $152,587-63.3% | $125,175-55.3% | $152,861-63.4% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 21.64% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,633 | $4,946-67.0% | $3,865-57.8% | $4,762-65.7% |
| Participant deferral / active EE | $4,568 | $5,868-22.2% | $4,937-7.5% | $5,850-21.9% |
| Admin fee / account holder | $1,250 | $13,434-90.7% | $9,702-87.1% | $11,596-89.2% |