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 | $127,065-25.9% | $113,168-16.8% | $142,382-33.9% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 14.49% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,274 | $3,442-33.9% | $2,975-23.6% | $4,299-47.1% |
| Participant deferral / active EE | $4,941 | $5,716-13.6% | $5,107-3.2% | $6,507-24.1% |
| Admin fee / account holder | $358 | $15,736-97.7% | $12,068-97.0% | $12,624-97.2% |