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 | $34,413 | $107,334-67.9% | $92,893-63.0% | $152,861-77.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 22.08% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,741 | $4,221-58.7% | $3,653-52.3% | $4,762-63.4% |
| Participant deferral / active EE | $4,506 | $4,845-7.0% | $4,236+6.4% | $5,850-23.0% |
| Admin fee / account holder | $1,872 | $7,079-73.6% | $5,794-67.7% | $11,596-83.9% |