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 | $57,577 | $124,425-53.7% | $112,040-48.6% | $137,256-58.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.81% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,490 | $3,411-27.0% | $2,954-15.7% | $4,156-40.1% |
| Participant deferral / active EE | $5,576 | $5,718-2.5% | $5,098+9.4% | $6,407-13.0% |
| Admin fee / account holder | $6,513 | $15,207-57.2% | $12,098-46.2% | $12,270-46.9% |