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 | $59,351 | $115,882-48.8% | $100,516-41.0% | $158,922-62.7% |
| Participation rate | 95.2% | 81.6%+13.7pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 17.03% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,585 | $4,103-61.4% | $3,418-53.6% | $4,761-66.7% |
| Participant deferral / active EE | $7,564 | $6,674+13.3% | $6,270+20.6% | $5,982+26.4% |
| Admin fee / account holder | $445 | $10,995-95.9% | $8,081-94.5% | $11,246-96.0% |