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 | $57,024 | $117,381-51.4% | $99,443-42.7% | $152,861-62.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 20.06% | 31.87%-11.8pp | 30.72%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,204 | $3,013-26.8% | $2,540-13.2% | $4,762-53.7% |
| Participant deferral / active EE | $4,766 | $4,086+16.6% | $3,619+31.7% | $5,850-18.5% |
| Admin fee / account holder | $6,753 | $7,631-11.5% | $6,250+8.0% | $11,596-41.8% |