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 | $69,886 | $127,065-45.0% | $113,168-38.2% | $142,382-50.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.62% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,011 | $3,442+16.5% | $2,975+34.8% | $4,299-6.7% |
| Participant deferral / active EE | $9,572 | $5,716+67.4% | $5,107+87.4% | $6,507+47.1% |
| Admin fee / account holder | $2,316 | $15,736-85.3% | $12,068-80.8% | $12,624-81.6% |