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 | $62,869 | $110,257-43.0% | $96,544-34.9% | $139,434-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.39% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,906 | $3,620-47.3% | $2,965-35.7% | $4,751-59.9% |
| Participant deferral / active EE | $2,748 | $5,548-50.5% | $4,851-43.4% | $6,710-59.1% |
| Admin fee / account holder | $3,572 | $11,591-69.2% | $8,252-56.7% | $11,403-68.7% |