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 | $56,711 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,608 | $3,442+4.8% | $2,975+21.3% | $4,299-16.1% |
| Participant deferral / active EE | $4,823 | $5,716-15.6% | $5,107-5.6% | $6,507-25.9% |
| Admin fee / account holder | $6,356 | $15,736-59.6% | $12,068-47.3% | $12,624-49.6% |