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 | $60,002 | $124,425-51.8% | $112,040-46.4% | $137,256-56.3% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 12.69% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,634 | $3,411-52.1% | $2,954-44.7% | $4,156-60.7% |
| Participant deferral / active EE | $2,538 | $5,718-55.6% | $5,098-50.2% | $6,407-60.4% |
| Admin fee / account holder | $2,970 | $15,207-80.5% | $12,098-75.5% | $12,270-75.8% |