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 | $33,322 | $114,381-70.9% | $107,525-69.0% | $142,382-76.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 12.50% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,678 | $4,015-58.2% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $2,332 | $5,564-58.1% | $5,116-54.4% | $6,507-64.2% |
| Admin fee / account holder | $7,266 | $9,860-26.3% | $8,919-18.5% | $12,624-42.4% |