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 | $40,696 | $98,240-58.6% | $82,313-50.6% | $147,584-72.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 22.57% | 30.85%-8.3pp | 25.88%-3.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,592 | $3,192-18.8% | $2,428+6.7% | $4,876-46.8% |
| Participant deferral / active EE | $6,748 | $4,383+53.9% | $3,706+82.1% | $5,439+24.1% |
| Admin fee / account holder | $1,006 | $8,563-88.3% | $5,608-82.1% | $10,885-90.8% |