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 | $30,740 | $78,672-60.9% | $109,143-71.8% | $85,850-64.2% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 13.36% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,574 | $2,735+140.4% | $3,722+76.6% | $2,565+156.3% |
| Participant deferral / active EE | $3,968 | $3,467+14.4% | $4,653-14.7% | $3,952+0.4% |
| Admin fee / account holder | $5,250 | $5,469-4.0% | $6,752-22.2% | $6,260-16.1% |