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 | $30,292 | $135,952-77.7% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.69% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,916 | $5,170-24.3% | $4,617-15.2% | $4,869-19.6% |
| Participant deferral / active EE | $5,635 | $6,343-11.2% | $5,984-5.8% | $5,287+6.6% |
| Admin fee / account holder | $6,128 | $9,817-37.6% | $8,357-26.7% | $10,132-39.5% |