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 | $51,389 | $110,257-53.4% | $96,544-46.8% | $139,434-63.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 17.56% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,416 | $3,620-33.3% | $2,965-18.5% | $4,751-49.1% |
| Participant deferral / active EE | $5,488 | $5,548-1.1% | $4,851+13.1% | $6,710-18.2% |
| Admin fee / account holder | $467 | $11,591-96.0% | $8,252-94.3% | $11,403-95.9% |