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 | $50,991 | $104,251-51.1% | $91,001-44.0% | $147,584-65.4% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.6%+5.4pp | 82.8%-1.9pp |
| Annual return | 15.73% | 27.06%-11.3pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,772 | $3,116-43.1% | $2,456-27.8% | $4,876-63.7% |
| Participant deferral / active EE | $4,114 | $4,195-1.9% | $3,547+16.0% | $5,439-24.4% |
| Admin fee / account holder | $429 | $8,948-95.2% | $5,417-92.1% | $10,885-96.1% |