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 | $59,620 | $127,065-53.1% | $113,168-47.3% | $142,382-58.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.68% | 24.03%-10.3pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,456 | $3,442-28.6% | $2,975-17.4% | $4,299-42.9% |
| Participant deferral / active EE | $4,164 | $5,716-27.1% | $5,107-18.5% | $6,507-36.0% |
| Admin fee / account holder | $10,101 | $15,736-35.8% | $12,068-16.3% | $12,624-20.0% |