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 | $75,295 | $98,240-23.4% | $82,313-8.5% | $147,584-49.0% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 15.74% | 30.85%-15.1pp | 25.88%-10.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $812 | $3,192-74.6% | $2,428-66.6% | $4,876-83.3% |
| Participant deferral / active EE | $3,571 | $4,383-18.5% | $3,706-3.7% | $5,439-34.3% |
| Admin fee / account holder | $10,205 | $8,563+19.2% | $5,608+82.0% | $10,885-6.3% |