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 | $46,292 | $95,416-51.5% | $185,823-75.1% | $85,850-46.1% |
| Participation rate | 89.7% | 68.8%+21.0pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 23.01% | 23.59%-0.6pp | 122.05%-99.0pp | 318.53%-295.5pp |
| Employer contribution / active EE | $2,205 | $3,314-33.5% | $5,167-57.3% | $2,565-14.0% |
| Participant deferral / active EE | $4,575 | $3,423+33.6% | $5,568-17.8% | $3,952+15.8% |
| Admin fee / account holder | $602 | $7,213-91.6% | $16,237-96.3% | $6,260-90.4% |