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 | $90,494 | $133,922-32.4% | $116,228-22.1% | $142,382-36.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 14.62% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $826 | $3,446-76.0% | $2,994-72.4% | $4,299-80.8% |
| Participant deferral / active EE | $2,350 | $5,672-58.6% | $4,953-52.6% | $6,507-63.9% |
| Admin fee / account holder | $20,252 | $14,945+35.5% | $11,989+68.9% | $12,624+60.4% |