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 | $61,419 | $112,881-45.6% | $90,951-32.5% | $158,922-61.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 13.80% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,392 | $2,893-17.3% | $2,122+12.7% | $4,761-49.8% |
| Participant deferral / active EE | $4,328 | $4,128+4.9% | $3,373+28.3% | $5,982-27.6% |
| Admin fee / account holder | $10,689 | $8,041+32.9% | $5,959+79.4% | $11,246-4.9% |