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 | $51,249 | $137,414-62.7% | $189,513-73.0% | $85,850-40.3% |
| Participation rate | 92.8% | 84.6%+8.1pp | 87.8%+4.9pp | 69.3%+23.4pp |
| Annual return | 11.84% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,380 | $4,344-68.2% | $6,162-77.6% | $2,565-46.2% |
| Participant deferral / active EE | $3,767 | $6,260-39.8% | $8,221-54.2% | $3,952-4.7% |
| Admin fee / account holder | $1,569 | $8,630-81.8% | $12,045-87.0% | $6,260-74.9% |