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 | $44,480 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 13.85% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,396 | $3,442-59.4% | $2,975-53.1% | $4,299-67.5% |
| Participant deferral / active EE | $3,645 | $5,716-36.2% | $5,107-28.6% | $6,507-44.0% |
| Admin fee / account holder | $561 | $15,736-96.4% | $12,068-95.4% | $12,624-95.6% |