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 | $36,401 | $103,376-64.8% | $87,100-58.2% | $152,861-76.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 20.61% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,199 | $3,220-62.8% | $2,521-52.5% | $4,762-74.8% |
| Participant deferral / active EE | $7,748 | $4,778+62.2% | $4,049+91.4% | $5,850+32.4% |
| Admin fee / account holder | $305 | $12,205-97.5% | $7,497-95.9% | $11,596-97.4% |