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 | $48,691 | $106,584-54.3% | $101,326-51.9% | $142,382-65.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 14.48% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,859 | $3,956-53.0% | $3,665-49.3% | $4,299-56.7% |
| Participant deferral / active EE | $6,699 | $8,297-19.3% | $7,994-16.2% | $6,507+2.9% |
| Admin fee / account holder | $7,950 | $11,446-30.5% | $11,185-28.9% | $12,624-37.0% |