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 3-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 | $56,282 | $201,272-72.0% | $184,203-69.4% | $145,922-61.4% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 15.02% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,447 | $7,022-36.7% | $6,427-30.8% | $4,660-4.6% |
| Participant deferral / active EE | $6,006 | $9,806-38.7% | $9,131-34.2% | $6,688-10.2% |
| Admin fee / account holder | $1,116 | $16,364-93.2% | $13,901-92.0% | $13,397-91.7% |