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 | $62,644 | $165,335-62.1% | $149,696-58.2% | $158,922-60.6% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 16.30% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,847 | $5,103-44.2% | $4,644-38.7% | $4,761-40.2% |
| Participant deferral / active EE | $5,667 | $7,181-21.1% | $6,842-17.2% | $5,982-5.3% |
| Admin fee / account holder | $1,764 | $10,807-83.7% | $9,309-81.1% | $11,246-84.3% |