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 | $59,438 | $124,281-52.2% | $109,143-45.5% | $167,490-64.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 18.23% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,938 | $4,207-53.9% | $3,722-47.9% | $4,837-59.9% |
| Participant deferral / active EE | $1,548 | $5,255-70.6% | $4,653-66.7% | $6,341-75.6% |
| Admin fee / account holder | $373 | $7,970-95.3% | $6,752-94.5% | $12,309-97.0% |