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 | $31,550 | $105,859-70.2% | $90,160-65.0% | $147,584-78.6% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 19.80% | 37.63%-17.8pp | 34.88%-15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,776 | $4,126-57.0% | $3,318-46.5% | $4,876-63.6% |
| Participant deferral / active EE | $5,142 | $5,733-10.3% | $5,288-2.8% | $5,439-5.5% |
| Admin fee / account holder | $2,529 | $8,046-68.6% | $5,943-57.5% | $10,885-76.8% |