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 | $37,691 | $93,571-59.7% | $135,903-72.3% | $75,163-49.9% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 16.32% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,297 | $3,537-63.3% | $4,856-73.3% | $2,670-51.4% |
| Participant deferral / active EE | $3,022 | $6,404-52.8% | $7,758-61.1% | $4,125-26.8% |
| Admin fee / account holder | $895 | $6,975-87.2% | $10,762-91.7% | $5,651-84.2% |