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 | $29,254 | $116,175-74.8% | $93,606-68.7% | $152,861-80.9% |
| Participation rate | 88.2% | 78.0%+10.2pp | 75.8%+12.4pp | 82.4%+5.8pp |
| Annual return | 22.56% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,620 | $3,218-49.7% | $2,718-40.4% | $4,762-66.0% |
| Participant deferral / active EE | $4,792 | $4,603+4.1% | $4,069+17.8% | $5,850-18.1% |
| Admin fee / account holder | $490 | $10,748-95.4% | $7,888-93.8% | $11,596-95.8% |