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 | $58,891 | $117,983-50.1% | $101,794-42.1% | $142,382-58.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 15.59% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,453 | $2,773-47.6% | $2,289-36.5% | $4,299-66.2% |
| Participant deferral / active EE | $4,242 | $4,714-10.0% | $4,084+3.9% | $6,507-34.8% |
| Admin fee / account holder | $811 | $10,433-92.2% | $8,777-90.8% | $12,624-93.6% |