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 | $22,190 | $157,256-85.9% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.05% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,140 | $5,261-78.3% | $4,735-75.9% | $4,762-76.1% |
| Participant deferral / active EE | $3,959 | $7,109-44.3% | $6,709-41.0% | $5,850-32.3% |
| Admin fee / account holder | $766 | $12,120-93.7% | $10,261-92.5% | $11,596-93.4% |