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 | $74,888-23.7% | $71,209-19.7% | $142,382-59.9% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 14.48% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $695 | $2,854-75.7% | $2,721-74.5% | $4,299-83.8% |
| Participant deferral / active EE | $4,197 | $4,454-5.8% | $4,175+0.5% | $6,507-35.5% |
| Admin fee / account holder | $1,535 | $5,568-72.4% | $5,349-71.3% | $12,624-87.8% |