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 | $35,627 | $99,652-64.2% | $78,778-54.8% | $147,584-75.9% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 17.00% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,677 | $2,796-40.0% | $1,986-15.5% | $4,876-65.6% |
| Participant deferral / active EE | $4,127 | $3,664+12.6% | $2,958+39.5% | $5,439-24.1% |
| Admin fee / account holder | $425 | $7,155-94.1% | $5,134-91.7% | $10,885-96.1% |