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 | $62,131 | $78,705-21.1% | $117,854-47.3% | $70,131-11.4% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 18.53% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,571 | $2,223-29.3% | $3,786-58.5% | $2,342-32.9% |
| Participant deferral / active EE | $1,667 | $3,297-49.4% | $4,482-62.8% | $3,332-50.0% |
| Admin fee / account holder | $378 | $5,065-92.5% | $8,020-95.3% | $4,645-91.9% |