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 | $36,641 | $124,281-70.5% | $109,143-66.4% | $167,490-78.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 10.06% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,740 | $4,207-58.6% | $3,722-53.2% | $4,837-64.0% |
| Participant deferral / active EE | $3,378 | $5,255-35.7% | $4,653-27.4% | $6,341-46.7% |
| Admin fee / account holder | $802 | $7,970-89.9% | $6,752-88.1% | $12,309-93.5% |