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 | $105,048 | $165,335-36.5% | $149,696-29.8% | $158,922-33.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.85% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,647 | $5,103-48.1% | $4,644-43.0% | $4,761-44.4% |
| Participant deferral / active EE | $4,518 | $7,181-37.1% | $6,842-34.0% | $5,982-24.5% |
| Admin fee / account holder | $2,766 | $10,807-74.4% | $9,309-70.3% | $11,246-75.4% |