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 | $61,150 | $89,753-31.9% | $107,525-43.1% | $84,808-27.9% |
| Participation rate | 72.9% | 68.1%+4.9pp | 75.1%-2.2pp | 68.3%+4.6pp |
| Annual return | 16.12% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,199 | $3,113-61.5% | $3,754-68.1% | $2,631-54.4% |
| Participant deferral / active EE | $4,792 | $4,056+18.1% | $5,116-6.3% | $4,212+13.8% |
| Admin fee / account holder | $692 | $7,222-90.4% | $8,919-92.2% | $7,344-90.6% |