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 | $30,165 | $144,119-79.1% | $117,854-74.4% | $147,584-79.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 16.48% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,916 | $4,896-60.9% | $3,786-49.4% | $4,876-60.7% |
| Participant deferral / active EE | $2,470 | $5,316-53.5% | $4,482-44.9% | $5,439-54.6% |
| Admin fee / account holder | $779 | $10,886-92.8% | $8,020-90.3% | $10,885-92.8% |