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 | $32,919 | $232,540-85.8% | $185,117-82.2% | $147,584-77.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 19.58% | 43.03%-23.5pp | 40.50%-20.9pp | 578.55%-559.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,649 | $5,834+31.1% | $5,045+51.6% | $5,439+40.6% |
| Admin fee / account holder | $6,089 | $10,275-40.7% | $8,159-25.4% | $10,885-44.1% |