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 | $31,549 | $95,416-66.9% | $185,823-83.0% | $85,850-63.3% |
| Participation rate | 95.6% | 68.8%+26.8pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 16.21% | 23.59%-7.4pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,668 | $3,314+10.7% | $5,167-29.0% | $2,565+43.0% |
| Participant deferral / active EE | $2,191 | $3,423-36.0% | $5,568-60.6% | $3,952-44.6% |
| Admin fee / account holder | $1,399 | $7,213-80.6% | $16,237-91.4% | $6,260-77.6% |