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 | $66,295 | $142,405-53.4% | $115,157-42.4% | $152,861-56.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 21.65% | 41.48%-19.8pp | 35.60%-14.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,292 | $4,010-67.8% | $3,179-59.3% | $4,762-72.9% |
| Participant deferral / active EE | $2,652 | $5,164-48.6% | $4,168-36.4% | $5,850-54.7% |
| Admin fee / account holder | $484 | $8,462-94.3% | $7,088-93.2% | $11,596-95.8% |