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 | $27,569 | $72,071-61.7% | $68,368-59.7% | $137,256-79.9% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 19.16% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,777 | $2,788-36.2% | $2,649-32.9% | $4,156-57.2% |
| Participant deferral / active EE | $4,466 | $4,410+1.3% | $4,123+8.3% | $6,407-30.3% |
| Admin fee / account holder | $3,324 | $5,336-37.7% | $5,150-35.5% | $12,270-72.9% |