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 | $54,881 | $104,251-47.4% | $91,001-39.7% | $147,584-62.8% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 24.97% | 27.06%-2.1pp | 4.60%+20.4pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,618 | $3,116-16.0% | $2,456+6.6% | $4,876-46.3% |
| Participant deferral / active EE | $5,848 | $4,195+39.4% | $3,547+64.9% | $5,439+7.5% |
| Admin fee / account holder | $2,072 | $8,948-76.8% | $5,417-61.8% | $10,885-81.0% |