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 | $12,921 | $177,572-92.7% | $154,803-91.7% | $142,382-90.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.58% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,967 | $4,810-59.1% | $4,305-54.3% | $4,299-54.2% |
| Participant deferral / active EE | $2,809 | $6,272-55.2% | $5,540-49.3% | $6,507-56.8% |
| Admin fee / account holder | $2,962 | $16,786-82.4% | $14,329-79.3% | $12,624-76.5% |