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 | $32,699 | $107,334-69.5% | $92,893-64.8% | $152,861-78.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 23.32% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,301 | $4,221-45.5% | $3,653-37.0% | $4,762-51.7% |
| Participant deferral / active EE | $3,828 | $4,845-21.0% | $4,236-9.6% | $5,850-34.6% |
| Admin fee / account holder | $4,564 | $7,079-35.5% | $5,794-21.2% | $11,596-60.6% |