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 | $42,693 | $98,750-56.8% | $149,696-71.5% | $79,858-46.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 15.49% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,423 | $3,216-55.8% | $4,644-69.4% | $2,471-42.4% |
| Participant deferral / active EE | $3,736 | $5,680-34.2% | $6,842-45.4% | $3,740-0.1% |
| Admin fee / account holder | $498 | $6,053-91.8% | $9,309-94.6% | $5,306-90.6% |