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 | $37,719 | $110,261-65.8% | $95,745-60.6% | $139,434-72.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.33% | 27.11%-11.8pp | 28.35%-13.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,126 | $3,257-65.4% | $2,835-60.3% | $4,751-76.3% |
| Participant deferral / active EE | $1,617 | $4,676-65.4% | $4,245-61.9% | $6,710-75.9% |
| Admin fee / account holder | $1,728 | $6,613-73.9% | $5,678-69.6% | $11,403-84.8% |