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 | $56,688 | $117,841-51.9% | $102,423-44.7% | $145,922-61.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 13.12% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,082 | $3,615-42.4% | $3,023-31.1% | $4,660-55.3% |
| Participant deferral / active EE | $3,922 | $5,731-31.6% | $5,053-22.4% | $6,688-41.4% |
| Admin fee / account holder | $806 | $13,326-94.0% | $9,451-91.5% | $13,397-94.0% |