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 | $29,700 | $110,261-73.1% | $95,745-69.0% | $139,434-78.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.37% | 27.11%-11.7pp | 28.35%-13.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,369 | $3,257-27.3% | $2,835-16.4% | $4,751-50.1% |
| Participant deferral / active EE | $4,341 | $4,676-7.2% | $4,245+2.3% | $6,710-35.3% |
| Admin fee / account holder | $77,092 | $6,613+1065.7% | $5,678+1257.8% | $11,403+576.1% |