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 | $18,665 | $59,101-68.4% | $77,163-75.8% | $75,163-75.2% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.6%+26.6pp | 67.2%+29.0pp |
| Annual return | 16.40% | 26.71%-10.3pp | 37.87%-21.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,050 | $1,995-47.4% | $2,535-58.6% | $2,670-60.7% |
| Participant deferral / active EE | $1,193 | $2,999-60.2% | $3,833-68.9% | $4,125-71.1% |
| Admin fee / account holder | $2,204 | $4,774-53.8% | $5,472-59.7% | $5,651-61.0% |