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 | $44,931 | $80,968-44.5% | $96,544-53.5% | $75,163-40.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+23.0pp | 67.2%+31.7pp |
| Annual return | 14.93% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $944 | $2,282-58.6% | $2,965-68.2% | $2,670-64.6% |
| Participant deferral / active EE | $2,858 | $3,928-27.2% | $4,851-41.1% | $4,125-30.7% |
| Admin fee / account holder | $887 | $6,724-86.8% | $8,252-89.2% | $5,651-84.3% |