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 | $70,839 | $114,381-38.1% | $107,525-34.1% | $142,382-50.2% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 16.08% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,857 | $4,015-53.7% | $3,754-50.5% | $4,299-56.8% |
| Participant deferral / active EE | $2,515 | $5,564-54.8% | $5,116-50.8% | $6,507-61.3% |
| Admin fee / account holder | $5,399 | $9,860-45.2% | $8,919-39.5% | $12,624-57.2% |