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 | $59,185 | $114,381-48.3% | $107,525-45.0% | $142,382-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.07% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,754 | $4,015-56.3% | $3,754-53.3% | $4,299-59.2% |
| Participant deferral / active EE | $2,742 | $5,564-50.7% | $5,116-46.4% | $6,507-57.9% |
| Admin fee / account holder | $2,290 | $9,860-76.8% | $8,919-74.3% | $12,624-81.9% |