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 | $49,425 | $124,185-60.2% | $108,410-54.4% | $167,490-70.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.52% | 1379.64%-1366.1pp | 905.27%-891.8pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,102 | $4,187-73.7% | $3,558-69.0% | $4,837-77.2% |
| Participant deferral / active EE | $2,563 | $6,908-62.9% | $6,563-61.0% | $6,341-59.6% |
| Admin fee / account holder | $584 | $9,455-93.8% | $7,295-92.0% | $12,309-95.3% |