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 | $54,625 | $109,327-50.0% | $89,391-38.9% | $158,922-65.6% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 18.98% | 345.68%-326.7pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,469 | $3,170-53.6% | $2,586-43.2% | $4,761-69.1% |
| Participant deferral / active EE | $2,740 | $4,598-40.4% | $3,890-29.6% | $5,982-54.2% |
| Admin fee / account holder | $1,591 | $6,153-74.1% | $4,881-67.4% | $11,246-85.8% |