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 | $56,496 | $140,940-59.9% | $112,229-49.7% | $139,434-59.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 15.71% | 32.71%-17.0pp | 30.20%-14.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,465 | $4,283-42.4% | $3,430-28.1% | $4,751-48.1% |
| Participant deferral / active EE | $5,140 | $5,874-12.5% | $4,798+7.1% | $6,710-23.4% |
| Admin fee / account holder | $745 | $9,954-92.5% | $7,748-90.4% | $11,403-93.5% |