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 | $62,121 | $114,381-45.7% | $107,525-42.2% | $142,382-56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.76% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,354 | $4,015-41.4% | $3,754-37.3% | $4,299-45.3% |
| Participant deferral / active EE | $3,410 | $5,564-38.7% | $5,116-33.3% | $6,507-47.6% |
| Admin fee / account holder | $2,796 | $9,860-71.6% | $8,919-68.7% | $12,624-77.9% |