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 | $30,904 | $109,327-71.7% | $89,391-65.4% | $158,922-80.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 13.00% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,184 | $3,170-62.6% | $2,586-54.2% | $4,761-75.1% |
| Participant deferral / active EE | $1,590 | $4,598-65.4% | $3,890-59.1% | $5,982-73.4% |
| Admin fee / account holder | $1,076 | $6,153-82.5% | $4,881-78.0% | $11,246-90.4% |