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 | $77,578 | $103,376-25.0% | $87,100-10.9% | $152,861-49.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 20.24% | 28.10%-7.9pp | 28.19%-7.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,477 | $3,220-54.1% | $2,521-41.4% | $4,762-69.0% |
| Participant deferral / active EE | $4,482 | $4,778-6.2% | $4,049+10.7% | $5,850-23.4% |
| Admin fee / account holder | $2,597 | $12,205-78.7% | $7,497-65.4% | $11,596-77.6% |