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 | $35,325 | $118,680-70.2% | $98,907-64.3% | $158,922-77.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 19.13% | 372.35%-353.2pp | 196.43%-177.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $958 | $3,333-71.3% | $2,689-64.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,376 | $5,088-73.0% | $4,244-67.6% | $5,982-77.0% |
| Admin fee / account holder | $10,335 | $10,131+2.0% | $6,642+55.6% | $11,246-8.1% |