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 | $91,465 | $104,974-12.9% | $95,585-4.3% | $142,382-35.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 17.05% | 210.33%-193.3pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,566 | $2,779-43.6% | $2,527-38.0% | $4,299-63.6% |
| Participant deferral / active EE | $5,196 | $4,352+19.4% | $4,023+29.2% | $6,507-20.2% |
| Admin fee / account holder | $1,117 | $6,386-82.5% | $6,127-81.8% | $12,624-91.2% |