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 | $29,143 | $142,405-79.5% | $115,157-74.7% | $152,861-80.9% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.4%+11.3pp |
| Annual return | 10.46% | 41.48%-31.0pp | 35.60%-25.1pp | 345.32%-334.9pp |
| Employer contribution / active EE | $2,235 | $4,010-44.3% | $3,179-29.7% | $4,762-53.1% |
| Participant deferral / active EE | $2,074 | $5,164-59.8% | $4,168-50.2% | $5,850-64.5% |
| Admin fee / account holder | $1,079 | $8,462-87.2% | $7,088-84.8% | $11,596-90.7% |