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 | $23,509 | $112,096-79.0% | $95,952-75.5% | $158,922-85.2% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 7.65% | 171.09%-163.4pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $879 | $3,198-72.5% | $2,541-65.4% | $4,761-81.5% |
| Participant deferral / active EE | $2,654 | $4,784-44.5% | $4,167-36.3% | $5,982-55.6% |
| Admin fee / account holder | $24,409 | $10,130+141.0% | $6,795+259.2% | $11,246+117.1% |