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 | $66,950 | $165,335-59.5% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 24.11% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,499 | $5,103-70.6% | $4,644-67.7% | $4,761-68.5% |
| Participant deferral / active EE | $4,657 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $6,345 | $10,807-41.3% | $9,309-31.8% | $11,246-43.6% |