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 | $58,734 | $117,841-50.2% | $102,423-42.7% | $145,922-59.7% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 11.93% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,591 | $3,615-56.0% | $3,023-47.4% | $4,660-65.8% |
| Participant deferral / active EE | $2,867 | $5,731-50.0% | $5,053-43.3% | $6,688-57.1% |
| Admin fee / account holder | $4,048 | $13,326-69.6% | $9,451-57.2% | $13,397-69.8% |