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 | $38,361 | $157,256-75.6% | $141,162-72.8% | $152,861-74.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 37.28% | 64.32%-27.0pp | 71.39%-34.1pp | 345.32%-308.0pp |
| Employer contribution / active EE | $1,740 | $5,261-66.9% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $3,559 | $7,109-49.9% | $6,709-47.0% | $5,850-39.2% |
| Admin fee / account holder | $1,098 | $12,120-90.9% | $10,261-89.3% | $11,596-90.5% |