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 | $55,847 | $124,425-55.1% | $112,040-50.2% | $137,256-59.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 17.15% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,431 | $3,411-58.0% | $2,954-51.5% | $4,156-65.6% |
| Participant deferral / active EE | $6,181 | $5,718+8.1% | $5,098+21.3% | $6,407-3.5% |
| Admin fee / account holder | $5,003 | $15,207-67.1% | $12,098-58.6% | $12,270-59.2% |