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 | $35,945 | $178,174-79.8% | $156,181-77.0% | $137,256-73.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 14.89% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,446 | $4,972-70.9% | $4,294-66.3% | $4,156-65.2% |
| Participant deferral / active EE | $4,056 | $6,888-41.1% | $6,132-33.9% | $6,407-36.7% |
| Admin fee / account holder | $30,439 | $17,404+74.9% | $14,586+108.7% | $12,270+148.1% |