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 | $54,832 | $110,257-50.3% | $96,544-43.2% | $139,434-60.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 13.56% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,814 | $3,620-22.3% | $2,965-5.1% | $4,751-40.8% |
| Participant deferral / active EE | $3,573 | $5,548-35.6% | $4,851-26.3% | $6,710-46.7% |
| Admin fee / account holder | $359 | $11,591-96.9% | $8,252-95.6% | $11,403-96.8% |