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 | $32,262 | $111,754-71.1% | $103,333-68.8% | $145,922-77.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.92% | 24.77%-10.8pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,782 | $4,212-34.0% | $3,868-28.1% | $4,660-40.3% |
| Participant deferral / active EE | $9,274 | $5,619+65.1% | $5,057+83.4% | $6,688+38.7% |
| Admin fee / account holder | $15,265 | $9,750+56.6% | $8,355+82.7% | $13,397+13.9% |