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 | $30,456 | $165,912-81.6% | $122,332-75.1% | $147,584-79.4% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 14.77% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,465 | $5,754-39.8% | $4,050-14.4% | $4,876-28.9% |
| Participant deferral / active EE | $2,747 | $4,005-31.4% | $3,287-16.4% | $5,439-49.5% |
| Admin fee / account holder | $1,914 | $7,424-74.2% | $5,478-65.1% | $10,885-82.4% |