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 | $57,670 | $91,037-36.7% | $71,671-19.5% | $147,584-60.9% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 15.58% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,375 | $3,327-58.7% | $2,460-44.1% | $4,876-71.8% |
| Participant deferral / active EE | $2,962 | $4,498-34.2% | $3,438-13.8% | $5,439-45.5% |
| Admin fee / account holder | $2,283 | $8,613-73.5% | $5,558-58.9% | $10,885-79.0% |