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 | $60,195 | $165,335-63.6% | $149,696-59.8% | $158,922-62.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.92% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,818 | $5,103-64.4% | $4,644-60.8% | $4,761-61.8% |
| Participant deferral / active EE | $4,591 | $7,181-36.1% | $6,842-32.9% | $5,982-23.2% |
| Admin fee / account holder | $10,058 | $10,807-6.9% | $9,309+8.0% | $11,246-10.6% |