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 | $29,238 | $95,416-69.4% | $185,823-84.3% | $85,850-65.9% |
| Participation rate | 97.9% | 68.8%+29.1pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 14.16% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,786 | $3,314-46.1% | $5,167-65.4% | $2,565-30.4% |
| Participant deferral / active EE | $2,671 | $3,423-22.0% | $5,568-52.0% | $3,952-32.4% |
| Admin fee / account holder | $5,950 | $7,213-17.5% | $16,237-63.4% | $6,260-5.0% |