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 | $58,409 | $112,881-48.3% | $90,951-35.8% | $158,922-63.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 13.08% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,285 | $2,893-55.6% | $2,122-39.5% | $4,761-73.0% |
| Participant deferral / active EE | $2,358 | $4,128-42.9% | $3,373-30.1% | $5,982-60.6% |
| Admin fee / account holder | $1,268 | $8,041-84.2% | $5,959-78.7% | $11,246-88.7% |