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 | $19,405 | $111,754-82.6% | $103,333-81.2% | $145,922-86.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 10.68% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,069 | $4,212-27.1% | $3,868-20.6% | $4,660-34.1% |
| Participant deferral / active EE | $3,069 | $5,619-45.4% | $5,057-39.3% | $6,688-54.1% |
| Admin fee / account holder | $1,926 | $9,750-80.3% | $8,355-77.0% | $13,397-85.6% |