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 | $40,513 | $110,257-63.3% | $96,544-58.0% | $139,434-70.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 18.00% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,546 | $3,620-29.7% | $2,965-14.1% | $4,751-46.4% |
| Participant deferral / active EE | $4,586 | $5,548-17.3% | $4,851-5.5% | $6,710-31.7% |
| Admin fee / account holder | $1,780 | $11,591-84.6% | $8,252-78.4% | $11,403-84.4% |