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 | $54,338 | $96,484-43.7% | $75,886-28.4% | $152,861-64.5% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 15.33% | 33.98%-18.6pp | 30.76%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,689 | $3,309-49.0% | $2,500-32.5% | $4,762-64.5% |
| Participant deferral / active EE | $5,551 | $4,553+21.9% | $3,603+54.1% | $5,850-5.1% |
| Admin fee / account holder | $5,273 | $8,078-34.7% | $5,418-2.7% | $11,596-54.5% |