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 | $21,116 | $176,056-88.0% | $159,436-86.8% | $167,490-87.4% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 18.06% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,127 | $5,297-59.9% | $4,829-56.0% | $4,837-56.0% |
| Participant deferral / active EE | $2,837 | $7,750-63.4% | $7,352-61.4% | $6,341-55.3% |
| Admin fee / account holder | $825 | $12,554-93.4% | $10,799-92.4% | $12,309-93.3% |