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 | $56,641 | $85,022-33.4% | $70,515-19.7% | $139,434-59.4% |
| Participation rate | 95.2% | 73.9%+21.3pp | 68.3%+26.9pp | 80.3%+14.9pp |
| Annual return | 17.20% | 30.38%-13.2pp | 32.77%-15.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,652 | $3,909-32.1% | $2,973-10.8% | $4,751-44.2% |
| Participant deferral / active EE | $4,731 | $5,890-19.7% | $4,567+3.6% | $6,710-29.5% |
| Admin fee / account holder | $6,546 | $8,906-26.5% | $6,412+2.1% | $11,403-42.6% |