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 | $57,737 | $127,065-54.6% | $113,168-49.0% | $142,382-59.4% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 13.41% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,815 | $3,442-47.3% | $2,975-39.0% | $4,299-57.8% |
| Participant deferral / active EE | $3,279 | $5,716-42.6% | $5,107-35.8% | $6,507-49.6% |
| Admin fee / account holder | $17,307 | $15,736+10.0% | $12,068+43.4% | $12,624+37.1% |