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 | $71,640 | $127,065-43.6% | $113,168-36.7% | $142,382-49.7% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 17.35% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,528 | $3,442-26.6% | $2,975-15.0% | $4,299-41.2% |
| Participant deferral / active EE | $5,517 | $5,716-3.5% | $5,107+8.0% | $6,507-15.2% |
| Admin fee / account holder | $14,220 | $15,736-9.6% | $12,068+17.8% | $12,624+12.6% |