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 | $24,895 | $157,256-84.2% | $141,162-82.4% | $152,861-83.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 26.77% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,783 | $5,261-66.1% | $4,735-62.4% | $4,762-62.6% |
| Participant deferral / active EE | $3,752 | $7,109-47.2% | $6,709-44.1% | $5,850-35.9% |
| Admin fee / account holder | $674 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |