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 | $71,972 | $93,571-23.1% | $135,903-47.0% | $75,163-4.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 23.26% | 30.90%-7.6pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,193 | $3,537-38.0% | $4,856-54.8% | $2,670-17.9% |
| Participant deferral / active EE | $3,438 | $6,404-46.3% | $7,758-55.7% | $4,125-16.7% |
| Admin fee / account holder | $392 | $6,975-94.4% | $10,762-96.4% | $5,651-93.1% |