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 | $29,574 | $90,348-67.3% | $75,972-61.1% | $145,922-79.7% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 13.45% | 620.88%-607.4pp | 359.55%-346.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,663 | $3,311-49.8% | $2,685-38.1% | $4,660-64.3% |
| Participant deferral / active EE | $5,510 | $5,162+6.8% | $4,255+29.5% | $6,688-17.6% |
| Admin fee / account holder | $13,589 | $8,467+60.5% | $6,467+110.1% | $13,397+1.4% |