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 | $26,548 | $104,907-74.7% | $84,611-68.6% | $152,861-82.6% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 23.20% | 373.79%-350.6pp | 258.74%-235.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,385 | $3,302-58.1% | $2,652-47.8% | $4,762-70.9% |
| Participant deferral / active EE | $1,853 | $4,688-60.5% | $3,899-52.5% | $5,850-68.3% |
| Admin fee / account holder | $1,056 | $6,241-83.1% | $4,912-78.5% | $11,596-90.9% |