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 | $44,442 | $58,828-24.5% | $77,999-43.0% | $62,891-29.3% |
| Participation rate | 97.1% | 71.1%+26.0pp | 75.5%+21.5pp | 69.3%+27.8pp |
| Annual return | 7.04% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,261 | $1,672-24.6% | $2,470-49.0% | $2,281-44.7% |
| Participant deferral / active EE | $2,425 | $2,686-9.7% | $3,497-30.6% | $3,203-24.3% |
| Admin fee / account holder | $652 | $4,393-85.2% | $5,480-88.1% | $4,296-84.8% |