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 | $17,741 | $107,334-83.5% | $92,893-80.9% | $152,861-88.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 25.49% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,153 | $4,221-25.3% | $3,653-13.7% | $4,762-33.8% |
| Participant deferral / active EE | $4,025 | $4,845-16.9% | $4,236-5.0% | $5,850-31.2% |
| Admin fee / account holder | $1,095 | $7,079-84.5% | $5,794-81.1% | $11,596-90.6% |