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 | $26,821 | $118,680-77.4% | $98,907-72.9% | $158,922-83.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 11.82% | 372.35%-360.5pp | 196.43%-184.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,124 | $3,333-66.3% | $2,689-58.2% | $4,761-76.4% |
| Participant deferral / active EE | $1,524 | $5,088-70.0% | $4,244-64.1% | $5,982-74.5% |
| Admin fee / account holder | $789 | $10,131-92.2% | $6,642-88.1% | $11,246-93.0% |