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 | $54,901 | $106,515-48.5% | $96,683-43.2% | $139,434-60.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 13.98% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,623 | $4,103-60.4% | $3,737-56.6% | $4,751-65.8% |
| Participant deferral / active EE | $2,190 | $5,454-59.8% | $4,878-55.1% | $6,710-67.4% |
| Admin fee / account holder | $2,150 | $7,877-72.7% | $6,730-68.0% | $11,403-81.1% |