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 | $41,575 | $81,632-49.1% | $70,449-41.0% | $158,922-73.8% |
| Participation rate | 91.3% | 77.7%+13.6pp | 75.1%+16.2pp | 82.0%+9.3pp |
| Annual return | 7.39% | 208.40%-201.0pp | 109.03%-101.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,863 | $3,217-42.1% | $2,737-31.9% | $4,761-60.9% |
| Participant deferral / active EE | $1,977 | $4,554-56.6% | $3,709-46.7% | $5,982-67.0% |
| Admin fee / account holder | $6,976 | $6,193+12.7% | $3,845+81.4% | $11,246-38.0% |