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 | $29,163 | $103,376-71.8% | $87,100-66.5% | $152,861-80.9% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 21.58% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,507 | $3,220-53.2% | $2,521-40.2% | $4,762-68.3% |
| Participant deferral / active EE | $3,018 | $4,778-36.8% | $4,049-25.5% | $5,850-48.4% |
| Admin fee / account holder | $3,194 | $12,205-73.8% | $7,497-57.4% | $11,596-72.5% |