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 | $61,370 | $46,553+31.8% | $64,056-4.2% | $75,163-18.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.34% | 26.03%-5.7pp | 33.69%-13.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,900 | $1,974-3.7% | $2,747-30.8% | $2,670-28.8% |
| Participant deferral / active EE | $1,682 | $2,837-40.7% | $3,880-56.7% | $4,125-59.2% |
| Admin fee / account holder | $1,662 | $2,952-43.7% | $3,068-45.8% | $5,651-70.6% |