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 | $26,037 | $183,519-85.8% | $155,509-83.3% | $145,922-82.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.33% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,510 | $5,313-71.6% | $4,672-67.7% | $4,660-67.6% |
| Participant deferral / active EE | $2,131 | $6,462-67.0% | $5,626-62.1% | $6,688-68.1% |
| Admin fee / account holder | $739 | $19,313-96.2% | $15,912-95.4% | $13,397-94.5% |