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 | $52,601 | $97,125-45.8% | $86,233-39.0% | $137,256-61.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 14.52% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,722 | $2,841-39.4% | $2,504-31.2% | $4,156-58.6% |
| Participant deferral / active EE | $2,225 | $5,180-57.0% | $4,559-51.2% | $6,407-65.3% |
| Admin fee / account holder | $2,743 | $9,725-71.8% | $8,342-67.1% | $12,270-77.6% |