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 | $39,249 | $112,729-65.2% | $98,716-60.2% | $137,256-71.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.36% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,371 | $2,725+97.1% | $2,279+135.7% | $4,156+29.2% |
| Participant deferral / active EE | $3,319 | $4,640-28.5% | $4,048-18.0% | $6,407-48.2% |
| Admin fee / account holder | $1,800 | $10,129-82.2% | $8,703-79.3% | $12,270-85.3% |