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 | $57,572 | $104,251-44.8% | $91,001-36.7% | $147,584-61.0% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.6%+14.9pp | 82.8%+7.6pp |
| Annual return | 15.86% | 27.06%-11.2pp | 4.60%+11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,547 | $3,116-50.4% | $2,456-37.0% | $4,876-68.3% |
| Participant deferral / active EE | $3,284 | $4,195-21.7% | $3,547-7.4% | $5,439-39.6% |
| Admin fee / account holder | $1,601 | $8,948-82.1% | $5,417-70.4% | $10,885-85.3% |