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 | $44,690 | $165,335-73.0% | $149,696-70.1% | $158,922-71.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 28.22% | 348.15%-319.9pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,504 | $5,103-70.5% | $4,644-67.6% | $4,761-68.4% |
| Participant deferral / active EE | $4,325 | $7,181-39.8% | $6,842-36.8% | $5,982-27.7% |
| Admin fee / account holder | $1,207 | $10,807-88.8% | $9,309-87.0% | $11,246-89.3% |