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 | $37,508 | $109,982-65.9% | $97,226-61.4% | $145,922-74.3% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 10.94% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,101 | $3,084-64.3% | $2,729-59.6% | $4,660-76.4% |
| Participant deferral / active EE | $1,561 | $4,676-66.6% | $4,264-63.4% | $6,688-76.7% |
| Admin fee / account holder | $7,432 | $6,221+19.5% | $5,654+31.5% | $13,397-44.5% |