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 | $57,987 | $104,664-44.6% | $85,682-32.3% | $167,490-65.4% |
| Participation rate | 77.3% | 76.4%+0.9pp | 69.9%+7.4pp | 82.1%-4.8pp |
| Annual return | 11.60% | 21.45%-9.9pp | 21.49%-9.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,460 | $3,337-56.3% | $2,618-44.3% | $4,837-69.8% |
| Participant deferral / active EE | $3,825 | $4,824-20.7% | $3,923-2.5% | $6,341-39.7% |
| Admin fee / account holder | $4,134 | $10,032-58.8% | $6,873-39.9% | $12,309-66.4% |