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 | $57,289 | $125,758-54.4% | $169,993-66.3% | $75,163-23.8% |
| Participation rate | 79.4% | 83.6%-4.2pp | 87.0%-7.6pp | 67.2%+12.2pp |
| Annual return | 16.76% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,032 | $4,615-56.0% | $6,785-70.1% | $2,670-23.9% |
| Participant deferral / active EE | $3,731 | $6,837-45.4% | $10,408-64.1% | $4,125-9.5% |
| Admin fee / account holder | $11,819 | $8,173+44.6% | $12,815-7.8% | $5,651+109.1% |