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 | $83,285 | $176,056-52.7% | $159,436-47.8% | $167,490-50.3% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 17.06% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,915 | $5,297-63.8% | $4,829-60.3% | $4,837-60.4% |
| Participant deferral / active EE | $4,864 | $7,750-37.2% | $7,352-33.8% | $6,341-23.3% |
| Admin fee / account holder | $7,395 | $12,554-41.1% | $10,799-31.5% | $12,309-39.9% |