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 | $77,660 | $149,679-48.1% | $117,039-33.6% | $147,584-47.4% |
| Participation rate | 76.5% | 83.5%-7.0pp | 77.2%-0.7pp | 82.8%-6.4pp |
| Annual return | 12.66% | 19.31%-6.7pp | 18.95%-6.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,023 | $4,937-59.0% | $3,785-46.5% | $4,876-58.5% |
| Participant deferral / active EE | $2,918 | $4,912-40.6% | $3,929-25.7% | $5,439-46.3% |
| Admin fee / account holder | $14,865 | $7,856+89.2% | $5,974+148.8% | $10,885+36.6% |