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 | $54,879 | $104,251-47.4% | $91,001-39.7% | $147,584-62.8% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.6%-2.3pp | 82.8%-9.5pp |
| Annual return | 21.49% | 27.06%-5.6pp | 4.60%+16.9pp | 578.55%-557.1pp |
| Employer contribution / active EE | $608 | $3,116-80.5% | $2,456-75.2% | $4,876-87.5% |
| Participant deferral / active EE | $2,461 | $4,195-41.3% | $3,547-30.6% | $5,439-54.8% |
| Admin fee / account holder | $3,641 | $8,948-59.3% | $5,417-32.8% | $10,885-66.5% |