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 | $54,052 | $124,425-56.6% | $112,040-51.8% | $137,256-60.6% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 15.07% | 24.72%-9.6pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,077 | $3,411-68.4% | $2,954-63.5% | $4,156-74.1% |
| Participant deferral / active EE | $4,764 | $5,718-16.7% | $5,098-6.5% | $6,407-25.6% |
| Admin fee / account holder | $14,206 | $15,207-6.6% | $12,098+17.4% | $12,270+15.8% |