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 | $82,678 | $116,175-28.8% | $93,606-11.7% | $152,861-45.9% |
| Participation rate | 89.5% | 78.0%+11.4pp | 75.8%+13.6pp | 82.4%+7.0pp |
| Annual return | 21.03% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,232 | $3,218-61.7% | $2,718-54.7% | $4,762-74.1% |
| Participant deferral / active EE | $2,824 | $4,603-38.7% | $4,069-30.6% | $5,850-51.7% |
| Admin fee / account holder | $2,322 | $10,748-78.4% | $7,888-70.6% | $11,596-80.0% |