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 | $30,745 | $142,405-78.4% | $115,157-73.3% | $152,861-79.9% |
| Participation rate | 92.3% | 82.4%+10.0pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 24.88% | 41.48%-16.6pp | 35.60%-10.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,241 | $4,010-44.1% | $3,179-29.5% | $4,762-52.9% |
| Participant deferral / active EE | $3,292 | $5,164-36.2% | $4,168-21.0% | $5,850-43.7% |
| Admin fee / account holder | $301 | $8,462-96.4% | $7,088-95.8% | $11,596-97.4% |