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 | $22,454 | $115,882-80.6% | $100,516-77.7% | $158,922-85.9% |
| Participation rate | 91.3% | 81.6%+9.7pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 12.22% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,461 | $4,103-64.4% | $3,418-57.3% | $4,761-69.3% |
| Participant deferral / active EE | $4,404 | $6,674-34.0% | $6,270-29.8% | $5,982-26.4% |
| Admin fee / account holder | $1,659 | $10,995-84.9% | $8,081-79.5% | $11,246-85.2% |