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 6-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 | $28,674 | $176,056-83.7% | $159,436-82.0% | $167,490-82.9% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 17.59% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,777 | $5,297-66.5% | $4,829-63.2% | $4,837-63.3% |
| Participant deferral / active EE | $6,001 | $7,750-22.6% | $7,352-18.4% | $6,341-5.4% |
| Admin fee / account holder | $760 | $12,554-93.9% | $10,799-93.0% | $12,309-93.8% |