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 | $45,117 | $127,065-64.5% | $113,168-60.1% | $142,382-68.3% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 15.54% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,810 | $3,442-47.4% | $2,975-39.2% | $4,299-57.9% |
| Participant deferral / active EE | $6,935 | $5,716+21.3% | $5,107+35.8% | $6,507+6.6% |
| Admin fee / account holder | $379 | $15,736-97.6% | $12,068-96.9% | $12,624-97.0% |