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 | $29,007 | $118,919-75.6% | $88,538-67.2% | $152,861-81.0% |
| Participation rate | 95.0% | 73.4%+21.6pp | 68.7%+26.3pp | 82.4%+12.6pp |
| Annual return | 16.68% | 47.92%-31.2pp | 43.64%-27.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,161 | $2,669-56.5% | $2,098-44.7% | $4,762-75.6% |
| Participant deferral / active EE | $3,128 | $3,549-11.9% | $2,914+7.3% | $5,850-46.5% |
| Admin fee / account holder | $1,558 | $5,876-73.5% | $4,310-63.9% | $11,596-86.6% |