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 | $59,232 | $185,822-68.1% | $169,993-65.2% | $139,434-57.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 25.67% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,593 | $7,590-79.0% | $6,785-76.5% | $4,751-66.5% |
| Participant deferral / active EE | $3,576 | $11,622-69.2% | $10,408-65.6% | $6,710-46.7% |
| Admin fee / account holder | $697 | $15,381-95.5% | $12,815-94.6% | $11,403-93.9% |