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 | $60,245 | $118,450-49.1% | $98,439-38.8% | $139,434-56.8% |
| Participation rate | 78.3% | 77.4%+0.8pp | 75.2%+3.1pp | 80.3%-2.1pp |
| Annual return | 12.09% | 18.94%-6.8pp | 21.16%-9.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,609 | $3,609-27.7% | $3,048-14.4% | $4,751-45.1% |
| Participant deferral / active EE | $6,296 | $5,392+16.8% | $4,738+32.9% | $6,710-6.2% |
| Admin fee / account holder | $16,938 | $14,026+20.8% | $8,948+89.3% | $11,403+48.5% |