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 | $42,657 | $165,335-74.2% | $149,696-71.5% | $158,922-73.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 19.40% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,391 | $5,103-13.9% | $4,644-5.4% | $4,761-7.8% |
| Participant deferral / active EE | $12,169 | $7,181+69.5% | $6,842+77.9% | $5,982+103.4% |
| Admin fee / account holder | $762 | $10,807-92.9% | $9,309-91.8% | $11,246-93.2% |