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 | $35,448 | $116,175-69.5% | $93,606-62.1% | $152,861-76.8% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 21.60% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,746 | $3,218-45.7% | $2,718-35.8% | $4,762-63.3% |
| Participant deferral / active EE | $1,430 | $4,603-68.9% | $4,069-64.8% | $5,850-75.6% |
| Admin fee / account holder | $18,563 | $10,748+72.7% | $7,888+135.3% | $11,596+60.1% |