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 | $21,415 | $56,114-61.8% | $96,139-77.7% | $85,850-75.1% |
| Participation rate | 97.5% | 56.7%+40.8pp | 68.4%+29.1pp | 69.3%+28.2pp |
| Annual return | 13.31% | 42.30%-29.0pp | 191.94%-178.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,882 | $1,620+16.2% | $2,797-32.7% | $2,565-26.6% |
| Participant deferral / active EE | $1,092 | $2,859-61.8% | $4,349-74.9% | $3,952-72.4% |
| Admin fee / account holder | $1,837 | $3,768-51.2% | $5,537-66.8% | $6,260-70.6% |