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 | $77,502 | $124,425-37.7% | $112,040-30.8% | $137,256-43.5% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 15.84% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,862 | $3,411-16.1% | $2,954-3.1% | $4,156-31.1% |
| Participant deferral / active EE | $7,788 | $5,718+36.2% | $5,098+52.8% | $6,407+21.6% |
| Admin fee / account holder | $1,086 | $15,207-92.9% | $12,098-91.0% | $12,270-91.1% |