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 | $40,820 | $127,777-68.1% | $106,548-61.7% | $167,490-75.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 9.16% | 33.87%-24.7pp | 26.80%-17.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,598 | $3,427-53.4% | $2,819-43.3% | $4,837-67.0% |
| Participant deferral / active EE | $3,973 | $5,087-21.9% | $4,398-9.7% | $6,341-37.4% |
| Admin fee / account holder | $1,031 | $11,228-90.8% | $7,407-86.1% | $12,309-91.6% |