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 | $57,161 | $72,071-20.7% | $68,368-16.4% | $137,256-58.4% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 14.48% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $695 | $2,788-75.1% | $2,649-73.8% | $4,156-83.3% |
| Participant deferral / active EE | $4,197 | $4,410-4.8% | $4,123+1.8% | $6,407-34.5% |
| Admin fee / account holder | $1,535 | $5,336-71.2% | $5,150-70.2% | $12,270-87.5% |