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 | $53,755 | $114,381-53.0% | $107,525-50.0% | $142,382-62.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.57% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,739 | $4,015-6.9% | $3,754-0.4% | $4,299-13.0% |
| Participant deferral / active EE | $8,106 | $5,564+45.7% | $5,116+58.5% | $6,507+24.6% |
| Admin fee / account holder | $2,115 | $9,860-78.5% | $8,919-76.3% | $12,624-83.2% |