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 | $45,161 | $127,065-64.5% | $113,168-60.1% | $142,382-68.3% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.18% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,902 | $3,442-44.7% | $2,975-36.1% | $4,299-55.7% |
| Participant deferral / active EE | $4,067 | $5,716-28.8% | $5,107-20.4% | $6,507-37.5% |
| Admin fee / account holder | $2,827 | $15,736-82.0% | $12,068-76.6% | $12,624-77.6% |