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 | $29,723 | $101,069-70.6% | $81,478-63.5% | $147,584-79.9% |
| Participation rate | 94.1% | 74.5%+19.7pp | 68.0%+26.2pp | 82.8%+11.3pp |
| Annual return | 20.72% | 32.40%-11.7pp | 38.78%-18.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,311 | $3,205-59.1% | $2,568-48.9% | $4,876-73.1% |
| Participant deferral / active EE | $4,283 | $4,242+1.0% | $3,537+21.1% | $5,439-21.3% |
| Admin fee / account holder | $1,068 | $5,812-81.6% | $4,561-76.6% | $10,885-90.2% |