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 | $51,881 | $105,126-50.6% | $94,646-45.2% | $139,434-62.8% |
| Participation rate | 90.5% | 82.4%+8.1pp | 80.8%+9.6pp | 80.3%+10.2pp |
| Annual return | 17.93% | 38.03%-20.1pp | 156.71%-138.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,628 | $4,106-36.0% | $3,672-28.4% | $4,751-44.7% |
| Participant deferral / active EE | $4,567 | $7,599-39.9% | $7,418-38.4% | $6,710-31.9% |
| Admin fee / account holder | $2,814 | $8,984-68.7% | $7,231-61.1% | $11,403-75.3% |