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 | $64,046 | $114,381-44.0% | $107,525-40.4% | $142,382-55.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 12.77% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,305 | $4,015-67.5% | $3,754-65.2% | $4,299-69.6% |
| Participant deferral / active EE | $2,018 | $5,564-63.7% | $5,116-60.6% | $6,507-69.0% |
| Admin fee / account holder | $1,770 | $9,860-82.0% | $8,919-80.2% | $12,624-86.0% |