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 | $28,298 | $102,616-72.4% | $81,983-65.5% | $158,922-82.2% |
| Participation rate | 95.7% | 75.5%+20.1pp | 69.2%+26.4pp | 82.0%+13.7pp |
| Annual return | 17.79% | 61.04%-43.3pp | 41.31%-23.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,304 | $3,240-28.9% | $2,498-7.8% | $4,761-51.6% |
| Participant deferral / active EE | $1,739 | $4,648-62.6% | $3,722-53.3% | $5,982-70.9% |
| Admin fee / account holder | $4,216 | $8,235-48.8% | $5,664-25.6% | $11,246-62.5% |