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 | $74,589 | $127,264-41.4% | $109,895-32.1% | $167,490-55.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 16.04% | 22.97%-6.9pp | 29.45%-13.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,286 | $3,322-61.3% | $2,842-54.8% | $4,837-73.4% |
| Participant deferral / active EE | $1,607 | $4,514-64.4% | $4,048-60.3% | $6,341-74.7% |
| Admin fee / account holder | $458 | $7,114-93.6% | $6,066-92.4% | $12,309-96.3% |