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 | $76,652 | $95,266-19.5% | $82,389-7.0% | $142,382-46.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 14.99% | 25.74%-10.7pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,527 | $2,991-49.0% | $2,517-39.4% | $4,299-64.5% |
| Participant deferral / active EE | $1,384 | $4,809-71.2% | $4,155-66.7% | $6,507-78.7% |
| Admin fee / account holder | $2,084 | $8,563-75.7% | $7,231-71.2% | $12,624-83.5% |