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 | $60,795 | $99,341-38.8% | $84,750-28.3% | $273,961-77.8% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 8.10% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,543 | $4,214-39.7% | $3,574-28.9% | $4,869-47.8% |
| Participant deferral / active EE | $3,174 | $4,269-25.7% | $3,712-14.5% | $5,287-40.0% |
| Admin fee / account holder | $1,919 | $6,644-71.1% | $5,332-64.0% | $10,132-81.1% |