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 | $34,085 | $176,377-80.7% | $134,143-74.6% | $158,922-78.6% |
| Participation rate | 94.7% | 78.7%+16.0pp | 72.2%+22.6pp | 82.0%+12.8pp |
| Annual return | 13.96% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,524 | $5,040-69.8% | $3,704-58.9% | $4,761-68.0% |
| Participant deferral / active EE | $1,535 | $4,091-62.5% | $3,499-56.1% | $5,982-74.3% |
| Admin fee / account holder | $1,378 | $8,718-84.2% | $6,684-79.4% | $11,246-87.7% |