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 | $38,519 | $91,037-57.7% | $71,671-46.3% | $147,584-73.9% |
| Participation rate | 92.9% | 76.1%+16.7pp | 68.7%+24.1pp | 82.8%+10.0pp |
| Annual return | 12.08% | 20.48%-8.4pp | 20.65%-8.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,515 | $3,327-54.5% | $2,460-38.4% | $4,876-68.9% |
| Participant deferral / active EE | $4,961 | $4,498+10.3% | $3,438+44.3% | $5,439-8.8% |
| Admin fee / account holder | $2,719 | $8,613-68.4% | $5,558-51.1% | $10,885-75.0% |