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 | $37,100 | $84,233-56.0% | $170,442-78.2% | $70,131-47.1% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 15.91% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $457 | $3,387-86.5% | $5,433-91.6% | $2,342-80.5% |
| Participant deferral / active EE | $4,832 | $3,086+56.6% | $4,939-2.2% | $3,332+45.0% |
| Admin fee / account holder | $962 | $5,698-83.1% | $13,880-93.1% | $4,645-79.3% |