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 | $36,106 | $65,365-44.8% | $92,893-61.1% | $72,985-50.5% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 24.55% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,769 | $2,594+45.3% | $3,653+3.2% | $2,440+54.5% |
| Participant deferral / active EE | $6,952 | $3,128+122.2% | $4,236+64.1% | $3,607+92.7% |
| Admin fee / account holder | $1,998 | $4,251-53.0% | $5,794-65.5% | $5,124-61.0% |