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 | $130,026 | $91,037+42.8% | $71,671+81.4% | $147,584-11.9% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 18.45% | 20.48%-2.0pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,353 | $3,327-29.3% | $2,460-4.4% | $4,876-51.8% |
| Participant deferral / active EE | $3,000 | $4,498-33.3% | $3,438-12.7% | $5,439-44.8% |
| Admin fee / account holder | $3,089 | $8,613-64.1% | $5,558-44.4% | $10,885-71.6% |