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 | $60,002 | $127,065-52.8% | $113,168-47.0% | $142,382-57.9% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 12.69% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,634 | $3,442-52.5% | $2,975-45.1% | $4,299-62.0% |
| Participant deferral / active EE | $2,538 | $5,716-55.6% | $5,107-50.3% | $6,507-61.0% |
| Admin fee / account holder | $2,970 | $15,736-81.1% | $12,068-75.4% | $12,624-76.5% |