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 | $55,163 | $103,376-46.6% | $87,100-36.7% | $152,861-63.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.88% | 28.10%-2.2pp | 28.19%-2.3pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,528 | $3,220-52.5% | $2,521-39.4% | $4,762-67.9% |
| Participant deferral / active EE | $4,239 | $4,778-11.3% | $4,049+4.7% | $5,850-27.5% |
| Admin fee / account holder | $936 | $12,205-92.3% | $7,497-87.5% | $11,596-91.9% |