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 | $56,783 | $183,592-69.1% | $155,567-63.5% | $145,959-61.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.05% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,023 | $5,315-61.9% | $4,674-56.7% | $4,661-56.6% |
| Participant deferral / active EE | $2,343 | $6,464-63.8% | $5,628-58.4% | $6,689-65.0% |
| Admin fee / account holder | $4,622 | $19,318-76.1% | $15,916-71.0% | $13,398-65.5% |