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 | $60,247 | $90,397-33.4% | $76,002-20.7% | $145,959-58.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 10.10% | 621.97%-611.9pp | 360.07%-350.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,533 | $3,317-23.6% | $2,688-5.8% | $4,661-45.7% |
| Participant deferral / active EE | $5,307 | $5,163+2.8% | $4,257+24.7% | $6,689-20.7% |
| Admin fee / account holder | $3,924 | $8,369-53.1% | $6,414-38.8% | $13,398-70.7% |