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 | $62,216 | $117,983-47.3% | $101,794-38.9% | $142,382-56.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 11.60% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,636 | $2,773-41.0% | $2,289-28.5% | $4,299-61.9% |
| Participant deferral / active EE | $4,488 | $4,714-4.8% | $4,084+9.9% | $6,507-31.0% |
| Admin fee / account holder | $17,318 | $10,433+66.0% | $8,777+97.3% | $12,624+37.2% |