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 | $56,469 | $117,983-52.1% | $101,794-44.5% | $142,382-60.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 11.93% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,770 | $2,773-36.2% | $2,289-22.7% | $4,299-58.8% |
| Participant deferral / active EE | $1,914 | $4,714-59.4% | $4,084-53.1% | $6,507-70.6% |
| Admin fee / account holder | $2,211 | $10,433-78.8% | $8,777-74.8% | $12,624-82.5% |