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 | $61,095 | $93,346-34.6% | $71,796-14.9% | $273,961-77.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 5.17% | 130.39%-125.2pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,992 | $2,733-27.1% | $1,924+3.5% | $4,869-59.1% |
| Participant deferral / active EE | $4,898 | $3,475+41.0% | $2,794+75.3% | $5,287-7.4% |
| Admin fee / account holder | $13,369 | $6,571+103.5% | $4,815+177.7% | $10,132+31.9% |