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 | $31,593 | $112,096-71.8% | $95,952-67.1% | $158,922-80.1% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 8.13% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,708 | $3,198-46.6% | $2,541-32.8% | $4,761-64.1% |
| Participant deferral / active EE | $2,348 | $4,784-50.9% | $4,167-43.6% | $5,982-60.7% |
| Admin fee / account holder | $885 | $10,130-91.3% | $6,795-87.0% | $11,246-92.1% |