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 | $50,434 | $162,781-69.0% | $133,956-62.4% | $158,922-68.3% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 12.52% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,872 | $4,975-62.4% | $3,919-52.2% | $4,761-60.7% |
| Participant deferral / active EE | $4,175 | $5,911-29.4% | $5,048-17.3% | $5,982-30.2% |
| Admin fee / account holder | $8,038 | $11,736-31.5% | $8,927-10.0% | $11,246-28.5% |