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 | $95,875 | $127,065-24.5% | $113,168-15.3% | $142,382-32.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 10.65% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,520 | $3,442-55.8% | $2,975-48.9% | $4,299-64.6% |
| Participant deferral / active EE | $3,428 | $5,716-40.0% | $5,107-32.9% | $6,507-47.3% |
| Admin fee / account holder | $3,071 | $15,736-80.5% | $12,068-74.6% | $12,624-75.7% |