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 | $54,297 | $72,492-25.1% | $87,100-37.7% | $72,985-25.6% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 20.63% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,060 | $1,894-44.0% | $2,521-57.9% | $2,440-56.5% |
| Participant deferral / active EE | $4,200 | $3,270+28.5% | $4,049+3.8% | $3,607+16.4% |
| Admin fee / account holder | $12,542 | $5,055+148.1% | $7,497+67.3% | $5,124+144.8% |