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 | $46,454 | $127,065-63.4% | $113,168-59.0% | $142,382-67.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.95% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,028 | $3,442-41.1% | $2,975-31.8% | $4,299-52.8% |
| Participant deferral / active EE | $3,320 | $5,716-41.9% | $5,107-35.0% | $6,507-49.0% |
| Admin fee / account holder | $621 | $15,736-96.1% | $12,068-94.9% | $12,624-95.1% |