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 | $56,916 | $87,733-35.1% | $106,548-46.6% | $85,850-33.7% |
| Participation rate | 75.0% | 71.9%+3.1pp | 76.1%-1.1pp | 69.3%+5.7pp |
| Annual return | 17.49% | 21.86%-4.4pp | 26.80%-9.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,130 | $2,073-45.5% | $2,819-59.9% | $2,565-55.9% |
| Participant deferral / active EE | $3,548 | $3,469+2.3% | $4,398-19.3% | $3,952-10.2% |
| Admin fee / account holder | $2,986 | $6,767-55.9% | $7,407-59.7% | $6,260-52.3% |