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 | $21,290 | $107,334-80.2% | $92,893-77.1% | $152,861-86.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 21.34% | 145.58%-124.2pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,749 | $4,221-58.6% | $3,653-52.1% | $4,762-63.3% |
| Participant deferral / active EE | $3,084 | $4,845-36.3% | $4,236-27.2% | $5,850-47.3% |
| Admin fee / account holder | $783 | $7,079-88.9% | $5,794-86.5% | $11,596-93.2% |