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 | $57,062 | $114,047-50.0% | $96,139-40.6% | $167,490-65.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 13.34% | 189.88%-176.5pp | 191.94%-178.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,015 | $3,427-41.2% | $2,797-27.9% | $4,837-58.3% |
| Participant deferral / active EE | $5,571 | $5,194+7.3% | $4,349+28.1% | $6,341-12.2% |
| Admin fee / account holder | $3,181 | $6,897-53.9% | $5,537-42.5% | $12,309-74.2% |