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 | $57,104 | $112,881-49.4% | $90,951-37.2% | $158,922-64.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 12.66% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,080 | $2,893-62.7% | $2,122-49.1% | $4,761-77.3% |
| Participant deferral / active EE | $2,385 | $4,128-42.2% | $3,373-29.3% | $5,982-60.1% |
| Admin fee / account holder | $1,233 | $8,041-84.7% | $5,959-79.3% | $11,246-89.0% |