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 | $32,083 | $133,922-76.0% | $116,228-72.4% | $142,382-77.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 11.57% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,834 | $3,446-46.8% | $2,994-38.8% | $4,299-57.3% |
| Participant deferral / active EE | $2,871 | $5,672-49.4% | $4,953-42.0% | $6,507-55.9% |
| Admin fee / account holder | $367 | $14,945-97.5% | $11,989-96.9% | $12,624-97.1% |