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 | $34,966 | $118,450-70.5% | $98,439-64.5% | $139,434-74.9% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 14.79% | 18.94%-4.1pp | 21.16%-6.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,421 | $3,609-60.6% | $3,048-53.4% | $4,751-70.1% |
| Participant deferral / active EE | $2,200 | $5,392-59.2% | $4,738-53.6% | $6,710-67.2% |
| Admin fee / account holder | $790 | $14,026-94.4% | $8,948-91.2% | $11,403-93.1% |