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 | $59,886 | $162,781-63.2% | $133,956-55.3% | $158,922-62.3% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 11.22% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,118 | $4,975-57.4% | $3,919-46.0% | $4,761-55.5% |
| Participant deferral / active EE | $5,234 | $5,911-11.4% | $5,048+3.7% | $5,982-12.5% |
| Admin fee / account holder | $1,275 | $11,736-89.1% | $8,927-85.7% | $11,246-88.7% |