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 | $38,834 | $104,907-63.0% | $84,611-54.1% | $152,861-74.6% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 21.35% | 373.79%-352.4pp | 258.74%-237.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,123 | $3,302-66.0% | $2,652-57.6% | $4,762-76.4% |
| Participant deferral / active EE | $2,247 | $4,688-52.1% | $3,899-42.4% | $5,850-61.6% |
| Admin fee / account holder | $1,511 | $6,241-75.8% | $4,912-69.2% | $11,596-87.0% |