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 | $77,774 | $124,425-37.5% | $112,040-30.6% | $137,256-43.3% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 14.09% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,278 | $3,411-62.5% | $2,954-56.7% | $4,156-69.3% |
| Participant deferral / active EE | $2,696 | $5,718-52.9% | $5,098-47.1% | $6,407-57.9% |
| Admin fee / account holder | $6,052 | $15,207-60.2% | $12,098-50.0% | $12,270-50.7% |