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 | $35,383 | $115,882-69.5% | $100,516-64.8% | $158,922-77.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 19.29% | 34.79%-15.5pp | 30.89%-11.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,342 | $4,103-42.9% | $3,418-31.5% | $4,761-50.8% |
| Participant deferral / active EE | $3,151 | $6,674-52.8% | $6,270-49.7% | $5,982-47.3% |
| Admin fee / account holder | $6,408 | $10,995-41.7% | $8,081-20.7% | $11,246-43.0% |