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 | $27,993 | $93,346-70.0% | $71,796-61.0% | $273,961-89.8% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 8.11% | 130.39%-122.3pp | 78.04%-69.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,220 | $2,733-55.3% | $1,924-36.6% | $4,869-74.9% |
| Participant deferral / active EE | $3,460 | $3,475-0.4% | $2,794+23.8% | $5,287-34.6% |
| Admin fee / account holder | $685 | $6,571-89.6% | $4,815-85.8% | $10,132-93.2% |