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 | $27,626 | $107,334-74.3% | $92,893-70.3% | $152,861-81.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 21.37% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,701 | $4,221-59.7% | $3,653-53.4% | $4,762-64.3% |
| Participant deferral / active EE | $2,971 | $4,845-38.7% | $4,236-29.9% | $5,850-49.2% |
| Admin fee / account holder | $1,380 | $7,079-80.5% | $5,794-76.2% | $11,596-88.1% |