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 | $57,139 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.47% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,255 | $5,103-75.4% | $4,644-73.0% | $4,761-73.6% |
| Participant deferral / active EE | $3,362 | $7,181-53.2% | $6,842-50.9% | $5,982-43.8% |
| Admin fee / account holder | $13,475 | $10,807+24.7% | $9,309+44.8% | $11,246+19.8% |