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 | $37,319 | $95,416-60.9% | $185,823-79.9% | $85,850-56.5% |
| Participation rate | 79.3% | 68.8%+10.5pp | 81.7%-2.4pp | 69.3%+10.0pp |
| Annual return | 15.96% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,247 | $3,314-62.4% | $5,167-75.9% | $2,565-51.4% |
| Participant deferral / active EE | $1,966 | $3,423-42.6% | $5,568-64.7% | $3,952-50.2% |
| Admin fee / account holder | $967 | $7,213-86.6% | $16,237-94.0% | $6,260-84.6% |