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 | $54,999 | $78,705-30.1% | $117,854-53.3% | $70,131-21.6% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.0pp | 69.5%+25.1pp |
| Annual return | 19.63% | 23.30%-3.7pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,011 | $2,223-9.6% | $3,786-46.9% | $2,342-14.2% |
| Participant deferral / active EE | $3,378 | $3,297+2.5% | $4,482-24.6% | $3,332+1.4% |
| Admin fee / account holder | $3,289 | $5,065-35.1% | $8,020-59.0% | $4,645-29.2% |