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 | $29,041 | $110,502-73.7% | $80,716-64.0% | $167,490-82.7% |
| Participation rate | 90.0% | 64.0%+26.0pp | 54.2%+35.8pp | 82.1%+7.9pp |
| Annual return | 15.35% | 120.54%-105.2pp | 87.28%-71.9pp | 478.56%-463.2pp |
| Employer contribution / active EE | $563 | $1,543-63.5% | $1,160-51.5% | $4,837-88.4% |
| Participant deferral / active EE | $4,438 | $2,871+54.6% | $2,146+106.8% | $6,341-30.0% |
| Admin fee / account holder | $8,105 | $4,545+78.3% | $3,380+139.8% | $12,309-34.2% |