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 | $25,161 | $124,425-79.8% | $112,040-77.5% | $137,256-81.7% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 14.76% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,508 | $3,411-26.5% | $2,954-15.1% | $4,156-39.7% |
| Participant deferral / active EE | $6,307 | $5,718+10.3% | $5,098+23.7% | $6,407-1.6% |
| Admin fee / account holder | $434 | $15,207-97.1% | $12,098-96.4% | $12,270-96.5% |