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 | $53,420 | $117,841-54.7% | $102,423-47.8% | $145,922-63.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 13.74% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,025 | $3,615-71.6% | $3,023-66.1% | $4,660-78.0% |
| Participant deferral / active EE | $3,285 | $5,731-42.7% | $5,053-35.0% | $6,688-50.9% |
| Admin fee / account holder | $2,391 | $13,326-82.1% | $9,451-74.7% | $13,397-82.2% |