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 | $23,707 | $103,376-77.1% | $87,100-72.8% | $152,861-84.5% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 27.13% | 28.10%-1.0pp | 28.19%-1.1pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,532 | $3,220-52.4% | $2,521-39.3% | $4,762-67.8% |
| Participant deferral / active EE | $1,962 | $4,778-58.9% | $4,049-51.5% | $5,850-66.5% |
| Admin fee / account holder | $354 | $12,205-97.1% | $7,497-95.3% | $11,596-97.0% |