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 | $68,768 | $117,983-41.7% | $101,794-32.4% | $142,382-51.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 13.44% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,235 | $2,773-55.5% | $2,289-46.0% | $4,299-71.3% |
| Participant deferral / active EE | $1,577 | $4,714-66.5% | $4,084-61.4% | $6,507-75.8% |
| Admin fee / account holder | $317 | $10,433-97.0% | $8,777-96.4% | $12,624-97.5% |