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 | $56,559 | $112,881-49.9% | $90,951-37.8% | $158,922-64.4% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 23.15% | 215.79%-192.6pp | 134.60%-111.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,191 | $2,893-58.8% | $2,122-43.9% | $4,761-75.0% |
| Participant deferral / active EE | $2,655 | $4,128-35.7% | $3,373-21.3% | $5,982-55.6% |
| Admin fee / account holder | $324 | $8,041-96.0% | $5,959-94.6% | $11,246-97.1% |