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 | $76,532 | $115,770-33.9% | $101,248-24.4% | $158,922-51.8% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 14.69% | 56.14%-41.4pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $904 | $4,175-78.3% | $3,660-75.3% | $4,761-81.0% |
| Participant deferral / active EE | $2,477 | $4,957-50.0% | $4,370-43.3% | $5,982-58.6% |
| Admin fee / account holder | $13,904 | $7,245+91.9% | $5,945+133.9% | $11,246+23.6% |