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 | $76,857 | $118,450-35.1% | $98,439-21.9% | $139,434-44.9% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 14.21% | 18.94%-4.7pp | 21.16%-7.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,247 | $3,609-37.7% | $3,048-26.3% | $4,751-52.7% |
| Participant deferral / active EE | $3,603 | $5,392-33.2% | $4,738-24.0% | $6,710-46.3% |
| Admin fee / account holder | $5,056 | $14,026-64.0% | $8,948-43.5% | $11,403-55.7% |