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 | $48,576 | $127,065-61.8% | $113,168-57.1% | $142,382-65.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 12.19% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,661 | $3,442+35.4% | $2,975+56.7% | $4,299+8.4% |
| Participant deferral / active EE | $4,034 | $5,716-29.4% | $5,107-21.0% | $6,507-38.0% |
| Admin fee / account holder | $814 | $15,736-94.8% | $12,068-93.3% | $12,624-93.6% |