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 | $54,313 | $110,257-50.7% | $96,544-43.7% | $139,434-61.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 15.51% | 26.32%-10.8pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,792 | $3,620-50.5% | $2,965-39.6% | $4,751-62.3% |
| Participant deferral / active EE | $3,281 | $5,548-40.9% | $4,851-32.4% | $6,710-51.1% |
| Admin fee / account holder | $10,009 | $11,591-13.6% | $8,252+21.3% | $11,403-12.2% |