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 9-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 | $43,950 | $106,584-58.8% | $101,326-56.6% | $142,382-69.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 12.87% | 36.93%-24.1pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $396 | $3,956-90.0% | $3,665-89.2% | $4,299-90.8% |
| Participant deferral / active EE | $4,055 | $8,297-51.1% | $7,994-49.3% | $6,507-37.7% |
| Admin fee / account holder | $9,023 | $11,446-21.2% | $11,185-19.3% | $12,624-28.5% |