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 | $44,345 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 18.06% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,301 | $5,103-54.9% | $4,644-50.5% | $4,761-51.7% |
| Participant deferral / active EE | $3,982 | $7,181-44.6% | $6,842-41.8% | $5,982-33.4% |
| Admin fee / account holder | $1,748 | $10,807-83.8% | $9,309-81.2% | $11,246-84.5% |