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 | $59,145 | $95,266-37.9% | $82,389-28.2% | $142,382-58.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 14.93% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,963 | $2,991-34.4% | $2,517-22.0% | $4,299-54.3% |
| Participant deferral / active EE | $5,190 | $4,809+7.9% | $4,155+24.9% | $6,507-20.2% |
| Admin fee / account holder | $6,753 | $8,563-21.1% | $7,231-6.6% | $12,624-46.5% |