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 | $57,809 | $104,251-44.5% | $91,001-36.5% | $147,584-60.8% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 17.82% | 27.06%-9.2pp | 4.60%+13.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,391 | $3,116+40.9% | $2,456+78.8% | $4,876-10.0% |
| Participant deferral / active EE | $4,147 | $4,195-1.1% | $3,547+16.9% | $5,439-23.8% |
| Admin fee / account holder | $8,036 | $8,948-10.2% | $5,417+48.3% | $10,885-26.2% |