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 | $44,974 | $162,781-72.4% | $133,956-66.4% | $158,922-71.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 28.12% | 41.94%-13.8pp | 45.09%-17.0pp | 302.83%-274.7pp |
| Employer contribution / active EE | $3,626 | $4,975-27.1% | $3,919-7.5% | $4,761-23.8% |
| Participant deferral / active EE | $8,931 | $5,911+51.1% | $5,048+76.9% | $5,982+49.3% |
| Admin fee / account holder | $964 | $11,736-91.8% | $8,927-89.2% | $11,246-91.4% |