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 | $31,620 | $157,256-79.9% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.19% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,692 | $5,261-67.8% | $4,735-64.3% | $4,762-64.5% |
| Participant deferral / active EE | $3,764 | $7,109-47.1% | $6,709-43.9% | $5,850-35.7% |
| Admin fee / account holder | $11,375 | $12,120-6.2% | $10,261+10.8% | $11,596-1.9% |