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 | $54,775 | $127,065-56.9% | $113,168-51.6% | $142,382-61.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.60% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,428 | $3,442-29.5% | $2,975-18.4% | $4,299-43.5% |
| Participant deferral / active EE | $3,153 | $5,716-44.8% | $5,107-38.3% | $6,507-51.5% |
| Admin fee / account holder | $338 | $15,736-97.9% | $12,068-97.2% | $12,624-97.3% |