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 | $32,500 | $70,428-53.9% | $96,562-66.3% | $85,850-62.1% |
| Participation rate | 90.0% | 61.8%+28.2pp | 69.8%+20.2pp | 69.3%+20.7pp |
| Annual return | 12.64% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,524 | $1,413+7.9% | $2,356-35.3% | $2,565-40.6% |
| Participant deferral / active EE | $3,227 | $2,894+11.5% | $3,849-16.2% | $3,952-18.4% |
| Admin fee / account holder | $514 | $4,997-89.7% | $6,181-91.7% | $6,260-91.8% |