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 | $59,863 | $103,376-42.1% | $87,100-31.3% | $152,861-60.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 20.07% | 28.10%-8.0pp | 28.19%-8.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,884 | $3,220-41.5% | $2,521-25.3% | $4,762-60.4% |
| Participant deferral / active EE | $3,625 | $4,778-24.1% | $4,049-10.5% | $5,850-38.0% |
| Admin fee / account holder | $1,698 | $12,205-86.1% | $7,497-77.3% | $11,596-85.4% |