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 | $65,900 | $201,272-67.3% | $184,203-64.2% | $145,922-54.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 12.93% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,633 | $7,022-62.5% | $6,427-59.0% | $4,660-43.5% |
| Participant deferral / active EE | $4,548 | $9,806-53.6% | $9,131-50.2% | $6,688-32.0% |
| Admin fee / account holder | $362 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |