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 | $67,040 | $165,335-59.5% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 15.96% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,478 | $5,103-71.0% | $4,644-68.2% | $4,761-69.0% |
| Participant deferral / active EE | $2,465 | $7,181-65.7% | $6,842-64.0% | $5,982-58.8% |
| Admin fee / account holder | $1,515 | $10,807-86.0% | $9,309-83.7% | $11,246-86.5% |