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 | $55,047 | $124,425-55.8% | $112,040-50.9% | $137,256-59.9% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 14.22% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,250 | $3,411-63.4% | $2,954-57.7% | $4,156-69.9% |
| Participant deferral / active EE | $1,964 | $5,718-65.7% | $5,098-61.5% | $6,407-69.3% |
| Admin fee / account holder | $1,285 | $15,207-91.5% | $12,098-89.4% | $12,270-89.5% |