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 | $59,873 | $124,425-51.9% | $112,040-46.6% | $137,256-56.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.04% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,085 | $3,411-9.6% | $2,954+4.4% | $4,156-25.8% |
| Participant deferral / active EE | $11,606 | $5,718+103.0% | $5,098+127.7% | $6,407+81.2% |
| Admin fee / account holder | $25,681 | $15,207+68.9% | $12,098+112.3% | $12,270+109.3% |