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 | $40,393 | $121,625-66.8% | $104,607-61.4% | $158,922-74.6% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 13.16% | 465.26%-452.1pp | 340.46%-327.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,236 | $3,163-60.9% | $2,681-53.9% | $4,761-74.0% |
| Participant deferral / active EE | $1,000 | $4,177-76.1% | $3,740-73.3% | $5,982-83.3% |
| Admin fee / account holder | $676 | $7,787-91.3% | $6,473-89.6% | $11,246-94.0% |