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 | $36,952 | $162,781-77.3% | $133,956-72.4% | $158,922-76.7% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 8.04% | 41.94%-33.9pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,536 | $4,975-69.1% | $3,919-60.8% | $4,761-67.7% |
| Participant deferral / active EE | $2,560 | $5,911-56.7% | $5,048-49.3% | $5,982-57.2% |
| Admin fee / account holder | $42,577 | $11,736+262.8% | $8,927+376.9% | $11,246+278.6% |