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 | $35,439 | $78,672-55.0% | $109,143-67.5% | $85,850-58.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.65% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,919 | $2,735-29.8% | $3,722-48.4% | $2,565-25.2% |
| Participant deferral / active EE | $4,763 | $3,467+37.4% | $4,653+2.4% | $3,952+20.5% |
| Admin fee / account holder | $2,476 | $5,469-54.7% | $6,752-63.3% | $6,260-60.4% |