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 | $62,270 | $133,922-53.5% | $116,228-46.4% | $142,382-56.3% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 13.90% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,292 | $3,446-62.5% | $2,994-56.9% | $4,299-70.0% |
| Participant deferral / active EE | $4,496 | $5,672-20.7% | $4,953-9.2% | $6,507-30.9% |
| Admin fee / account holder | $734 | $14,945-95.1% | $11,989-93.9% | $12,624-94.2% |