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 | $30,493 | $107,934-71.7% | $91,989-66.9% | $152,861-80.1% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 23.31% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,516 | $4,210-40.2% | $3,452-27.1% | $4,762-47.2% |
| Participant deferral / active EE | $3,441 | $6,364-45.9% | $5,923-41.9% | $5,850-41.2% |
| Admin fee / account holder | $2,698 | $10,520-74.4% | $7,743-65.2% | $11,596-76.7% |