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 | $36,513 | $95,561-61.8% | $77,163-52.7% | $139,434-73.8% |
| Participation rate | 90.0% | 73.9%+16.1pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 23.33% | 54.92%-31.6pp | 37.87%-14.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $4,133 | $3,147+31.3% | $2,535+63.1% | $4,751-13.0% |
| Participant deferral / active EE | $1,582 | $4,624-65.8% | $3,833-58.7% | $6,710-76.4% |
| Admin fee / account holder | $313 | $8,295-96.2% | $5,472-94.3% | $11,403-97.3% |