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 | $53,347 | $118,680-55.0% | $98,907-46.1% | $158,922-66.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 14.57% | 372.35%-357.8pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $748 | $3,333-77.6% | $2,689-72.2% | $4,761-84.3% |
| Participant deferral / active EE | $3,739 | $5,088-26.5% | $4,244-11.9% | $5,982-37.5% |
| Admin fee / account holder | $5,270 | $10,131-48.0% | $6,642-20.7% | $11,246-53.1% |