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 | $44,228 | $95,416-53.6% | $185,823-76.2% | $85,850-48.5% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,712 | $3,314-48.3% | $5,167-66.9% | $2,565-33.2% |
| Participant deferral / active EE | $2,548 | $3,423-25.6% | $5,568-54.2% | $3,952-35.5% |
| Admin fee / account holder | $1,574 | $7,213-78.2% | $16,237-90.3% | $6,260-74.9% |