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 | $57,870 | $98,240-41.1% | $82,313-29.7% | $147,584-60.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 16.95% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,268 | $3,192-29.0% | $2,428-6.6% | $4,876-53.5% |
| Participant deferral / active EE | $5,082 | $4,383+15.9% | $3,706+37.1% | $5,439-6.6% |
| Admin fee / account holder | $1,078 | $8,563-87.4% | $5,608-80.8% | $10,885-90.1% |