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 | $67,556 | $118,450-43.0% | $98,439-31.4% | $139,434-51.5% |
| Participation rate | 90.5% | 77.4%+13.0pp | 75.2%+15.3pp | 80.3%+10.2pp |
| Annual return | 14.91% | 18.94%-4.0pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,469 | $3,609-59.3% | $3,048-51.8% | $4,751-69.1% |
| Participant deferral / active EE | $3,255 | $5,392-39.6% | $4,738-31.3% | $6,710-51.5% |
| Admin fee / account holder | $1,921 | $14,026-86.3% | $8,948-78.5% | $11,403-83.2% |