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 | $56,786 | $117,983-51.9% | $101,794-44.2% | $142,382-60.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 12.12% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $818 | $2,773-70.5% | $2,289-64.3% | $4,299-81.0% |
| Participant deferral / active EE | $1,819 | $4,714-61.4% | $4,084-55.5% | $6,507-72.0% |
| Admin fee / account holder | $520 | $10,433-95.0% | $8,777-94.1% | $12,624-95.9% |