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 | $59,973 | $104,664-42.7% | $85,682-30.0% | $167,490-64.2% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 9.48% | 21.45%-12.0pp | 21.49%-12.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,369 | $3,337-29.0% | $2,618-9.5% | $4,837-51.0% |
| Participant deferral / active EE | $3,320 | $4,824-31.2% | $3,923-15.4% | $6,341-47.6% |
| Admin fee / account holder | $1,902 | $10,032-81.0% | $6,873-72.3% | $12,309-84.5% |