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 | $43,796 | $114,381-61.7% | $107,525-59.3% | $142,382-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.41% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,531 | $4,015-61.9% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $2,908 | $5,564-47.7% | $5,116-43.2% | $6,507-55.3% |
| Admin fee / account holder | $1,942 | $9,860-80.3% | $8,919-78.2% | $12,624-84.6% |