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 | $56,239 | $117,841-52.3% | $102,423-45.1% | $145,922-61.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 10.25% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,521 | $3,615-57.9% | $3,023-49.7% | $4,660-67.4% |
| Participant deferral / active EE | $5,159 | $5,731-10.0% | $5,053+2.1% | $6,688-22.9% |
| Admin fee / account holder | $9,553 | $13,326-28.3% | $9,451+1.1% | $13,397-28.7% |