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 | $55,419 | $99,985-44.6% | $146,665-62.2% | $85,850-35.4% |
| Participation rate | 81.1% | 73.1%+8.0pp | 80.1%+1.0pp | 69.3%+11.8pp |
| Annual return | 15.40% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,077 | $2,559-57.9% | $4,136-74.0% | $2,565-58.0% |
| Participant deferral / active EE | $3,268 | $4,006-18.4% | $5,506-40.6% | $3,952-17.3% |
| Admin fee / account holder | $5,250 | $7,702-31.8% | $10,280-48.9% | $6,260-16.1% |