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 | $36,955 | $110,261-66.5% | $95,745-61.4% | $139,434-73.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.42% | 27.11%-10.7pp | 28.35%-11.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $501 | $3,257-84.6% | $2,835-82.3% | $4,751-89.4% |
| Participant deferral / active EE | $2,193 | $4,676-53.1% | $4,245-48.3% | $6,710-67.3% |
| Admin fee / account holder | $2,358 | $6,613-64.3% | $5,678-58.5% | $11,403-79.3% |