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 | $56,140 | $110,257-49.1% | $96,544-41.8% | $139,434-59.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 11.81% | 26.32%-14.5pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,998 | $3,620-44.8% | $2,965-32.6% | $4,751-57.9% |
| Participant deferral / active EE | $3,775 | $5,548-31.9% | $4,851-22.2% | $6,710-43.7% |
| Admin fee / account holder | $6,924 | $11,591-40.3% | $8,252-16.1% | $11,403-39.3% |