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 | $26,371 | $109,327-75.9% | $89,391-70.5% | $158,922-83.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 16.54% | 345.68%-329.1pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,511 | $3,170+42.3% | $2,586+74.5% | $4,761-5.3% |
| Participant deferral / active EE | $1,987 | $4,598-56.8% | $3,890-48.9% | $5,982-66.8% |
| Admin fee / account holder | $4,806 | $6,153-21.9% | $4,881-1.5% | $11,246-57.3% |