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 | $59,187 | $110,257-46.3% | $96,544-38.7% | $139,434-57.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 16.10% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,315 | $3,620-63.7% | $2,965-55.6% | $4,751-72.3% |
| Participant deferral / active EE | $3,031 | $5,548-45.4% | $4,851-37.5% | $6,710-54.8% |
| Admin fee / account holder | $570 | $11,591-95.1% | $8,252-93.1% | $11,403-95.0% |