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 | $45,845 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 16.48% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,713 | $5,103-46.8% | $4,644-41.6% | $4,761-43.0% |
| Participant deferral / active EE | $6,793 | $7,181-5.4% | $6,842-0.7% | $5,982+13.6% |
| Admin fee / account holder | $26,756 | $10,807+147.6% | $9,309+187.4% | $11,246+137.9% |