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 | $30,700 | $101,069-69.6% | $81,478-62.3% | $147,584-79.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 12.62% | 32.40%-19.8pp | 38.78%-26.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,531 | $3,205+10.2% | $2,568+37.5% | $4,876-27.6% |
| Participant deferral / active EE | $1,572 | $4,242-62.9% | $3,537-55.6% | $5,439-71.1% |
| Admin fee / account holder | $810 | $5,812-86.1% | $4,561-82.2% | $10,885-92.6% |