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 | $37,966 | $157,256-75.9% | $141,162-73.1% | $152,861-75.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 23.28% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,688 | $5,261-10.9% | $4,735-1.0% | $4,762-1.6% |
| Participant deferral / active EE | $6,669 | $7,109-6.2% | $6,709-0.6% | $5,850+14.0% |
| Admin fee / account holder | $679 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |