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 | $70,444 | $138,347-49.1% | $184,203-61.8% | $80,856-12.9% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 13.74% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,300 | $4,850-52.6% | $6,427-64.2% | $2,755-16.5% |
| Participant deferral / active EE | $4,544 | $7,071-35.7% | $9,131-50.2% | $4,296+5.8% |
| Admin fee / account holder | $2,091 | $10,483-80.1% | $13,901-85.0% | $6,918-69.8% |