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 | $57,541 | $111,754-48.5% | $103,333-44.3% | $145,922-60.6% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 17.50% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,814 | $4,212-56.9% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $3,422 | $5,619-39.1% | $5,057-32.3% | $6,688-48.8% |
| Admin fee / account holder | $4,261 | $9,750-56.3% | $8,355-49.0% | $13,397-68.2% |