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 | $57,053 | $116,175-50.9% | $93,606-39.1% | $152,861-62.7% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 15.58% | 35.96%-20.4pp | 32.76%-17.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,008 | $3,218-68.7% | $2,718-62.9% | $4,762-78.8% |
| Participant deferral / active EE | $2,277 | $4,603-50.5% | $4,069-44.0% | $5,850-61.1% |
| Admin fee / account holder | $8,519 | $10,748-20.7% | $7,888+8.0% | $11,596-26.5% |