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 | $45,536 | $107,452-57.6% | $91,541-50.3% | $142,382-68.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 12.97% | 22.06%-9.1pp | 20.50%-7.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $935 | $2,994-68.8% | $2,505-62.7% | $4,299-78.2% |
| Participant deferral / active EE | $980 | $4,754-79.4% | $4,008-75.6% | $6,507-84.9% |
| Admin fee / account holder | $464 | $8,834-94.8% | $6,956-93.3% | $12,624-96.3% |