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 | $30,251 | $103,376-70.7% | $87,100-65.3% | $152,861-80.2% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 19.19% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,721 | $3,220-46.6% | $2,521-31.8% | $4,762-63.9% |
| Participant deferral / active EE | $4,485 | $4,778-6.1% | $4,049+10.8% | $5,850-23.3% |
| Admin fee / account holder | $979 | $12,205-92.0% | $7,497-86.9% | $11,596-91.6% |