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 | $57,896 | $85,022-31.9% | $70,515-17.9% | $139,434-58.5% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 25.09% | 30.38%-5.3pp | 32.77%-7.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,762 | $3,909-29.4% | $2,973-7.1% | $4,751-41.9% |
| Participant deferral / active EE | $3,085 | $5,890-47.6% | $4,567-32.4% | $6,710-54.0% |
| Admin fee / account holder | $1,147 | $8,906-87.1% | $6,412-82.1% | $11,403-89.9% |