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 | $89,094 | $94,031-5.3% | $115,768-23.0% | $82,448+8.1% |
| Participation rate | 98.8% | 70.4%+28.4pp | 74.4%+24.4pp | 68.1%+30.7pp |
| Annual return | 13.73% | 20.61%-6.9pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,659 | $2,323+57.5% | $2,940+24.4% | $2,551+43.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,520 | $10,249-65.7% | $12,439-71.7% | $7,234-51.3% |