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 | $74,754 | $112,881-33.8% | $90,951-17.8% | $158,922-53.0% |
| Participation rate | 87.0% | 74.7%+12.2pp | 69.0%+17.9pp | 82.0%+5.0pp |
| Annual return | 10.83% | 215.79%-205.0pp | 134.60%-123.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,121 | $2,893-61.2% | $2,122-47.2% | $4,761-76.5% |
| Participant deferral / active EE | $4,596 | $4,128+11.4% | $3,373+36.3% | $5,982-23.2% |
| Admin fee / account holder | $8,598 | $8,041+6.9% | $5,959+44.3% | $11,246-23.5% |