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 | $57,447 | $127,065-54.8% | $113,168-49.2% | $142,382-59.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.40% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,223 | $3,442-35.4% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $6,617 | $5,716+15.8% | $5,107+29.6% | $6,507+1.7% |
| Admin fee / account holder | $8,826 | $15,736-43.9% | $12,068-26.9% | $12,624-30.1% |