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 | $94,104 | $124,425-24.4% | $112,040-16.0% | $137,256-31.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 14.49% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,274 | $3,411-33.4% | $2,954-23.0% | $4,156-45.3% |
| Participant deferral / active EE | $4,941 | $5,718-13.6% | $5,098-3.1% | $6,407-22.9% |
| Admin fee / account holder | $358 | $15,207-97.6% | $12,098-97.0% | $12,270-97.1% |