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 | $31,236 | $99,652-68.7% | $78,778-60.3% | $147,584-78.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 15.77% | 47.28%-31.5pp | 35.62%-19.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $913 | $2,796-67.3% | $1,986-54.0% | $4,876-81.3% |
| Participant deferral / active EE | $3,036 | $3,664-17.1% | $2,958+2.6% | $5,439-44.2% |
| Admin fee / account holder | $1,077 | $7,155-85.0% | $5,134-79.0% | $10,885-90.1% |