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 | $45,208 | $102,616-55.9% | $81,983-44.9% | $158,922-71.6% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 9.08% | 61.04%-52.0pp | 41.31%-32.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,686 | $3,240-48.0% | $2,498-32.5% | $4,761-64.6% |
| Participant deferral / active EE | $3,170 | $4,648-31.8% | $3,722-14.8% | $5,982-47.0% |
| Admin fee / account holder | $903 | $8,235-89.0% | $5,664-84.1% | $11,246-92.0% |