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 | $37,659 | $107,334-64.9% | $92,893-59.5% | $152,861-75.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 17.87% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,736 | $4,221-35.2% | $3,653-25.1% | $4,762-42.6% |
| Participant deferral / active EE | $3,967 | $4,845-18.1% | $4,236-6.3% | $5,850-32.2% |
| Admin fee / account holder | $3,056 | $7,079-56.8% | $5,794-47.3% | $11,596-73.6% |