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 | $59,077 | $78,422-24.7% | $95,952-38.4% | $79,858-26.0% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.6pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $820 | $1,945-57.8% | $2,541-67.7% | $2,471-66.8% |
| Participant deferral / active EE | $2,018 | $3,440-41.3% | $4,167-51.6% | $3,740-46.0% |
| Admin fee / account holder | $5,231 | $5,622-7.0% | $6,795-23.0% | $5,306-1.4% |