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 | $50,318 | $142,405-64.7% | $115,157-56.3% | $152,861-67.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 28.71% | 41.48%-12.8pp | 35.60%-6.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,768 | $4,010-55.9% | $3,179-44.4% | $4,762-62.9% |
| Participant deferral / active EE | $2,877 | $5,164-44.3% | $4,168-31.0% | $5,850-50.8% |
| Admin fee / account holder | $879 | $8,462-89.6% | $7,088-87.6% | $11,596-92.4% |