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 | $58,828 | $81,632-27.9% | $70,449-16.5% | $158,922-63.0% |
| Participation rate | 95.7% | 77.7%+17.9pp | 75.1%+20.6pp | 82.0%+13.7pp |
| Annual return | 16.16% | 208.40%-192.2pp | 109.03%-92.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,802 | $3,217-44.0% | $2,737-34.2% | $4,761-62.2% |
| Participant deferral / active EE | $4,042 | $4,554-11.2% | $3,709+9.0% | $5,982-32.4% |
| Admin fee / account holder | $2,709 | $6,193-56.3% | $3,845-29.5% | $11,246-75.9% |