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 9-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 | $15,490 | $101,618-84.8% | $93,063-83.4% | $137,256-88.7% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 11.90% | 223.95%-212.0pp | 34.15%-22.3pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,048 | $2,707-61.3% | $2,476-57.7% | $4,156-74.8% |
| Participant deferral / active EE | $6,404 | $4,279+49.6% | $3,958+61.8% | $6,407-0.1% |
| Admin fee / account holder | $10,420 | $6,198+68.1% | $6,033+72.7% | $12,270-15.1% |