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 | $113,087 | $149,679-24.4% | $117,039-3.4% | $147,584-23.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 14.99% | 19.31%-4.3pp | 18.95%-4.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,248 | $4,937-74.7% | $3,785-67.0% | $4,876-74.4% |
| Participant deferral / active EE | $2,661 | $4,912-45.8% | $3,929-32.3% | $5,439-51.1% |
| Admin fee / account holder | $2,677 | $7,856-65.9% | $5,974-55.2% | $10,885-75.4% |