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 | $62,535 | $118,680-47.3% | $98,907-36.8% | $158,922-60.7% |
| Participation rate | 91.3% | 77.8%+13.5pp | 76.0%+15.3pp | 82.0%+9.3pp |
| Annual return | 11.27% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,172 | $3,333-64.8% | $2,689-56.4% | $4,761-75.4% |
| Participant deferral / active EE | $3,063 | $5,088-39.8% | $4,244-27.8% | $5,982-48.8% |
| Admin fee / account holder | $707 | $10,131-93.0% | $6,642-89.3% | $11,246-93.7% |