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 | $34,329 | $176,056-80.5% | $159,436-78.5% | $167,490-79.5% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 15.52% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,056 | $5,297-61.2% | $4,829-57.4% | $4,837-57.5% |
| Participant deferral / active EE | $3,555 | $7,750-54.1% | $7,352-51.7% | $6,341-43.9% |
| Admin fee / account holder | $892 | $12,554-92.9% | $10,799-91.7% | $12,309-92.8% |