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 | $52,148 | $140,940-63.0% | $112,229-53.5% | $139,434-62.6% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.73% | 32.71%-23.0pp | 30.20%-20.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,221 | $5,874-45.2% | $4,798-32.9% | $6,710-52.0% |
| Admin fee / account holder | $10,275 | $9,954+3.2% | $7,748+32.6% | $11,403-9.9% |