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 | $27,600 | $117,841-76.6% | $102,423-73.1% | $145,922-81.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 12.27% | 31.65%-19.4pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,615 | $3,615-55.3% | $3,023-46.6% | $4,660-65.3% |
| Participant deferral / active EE | $2,438 | $5,731-57.5% | $5,053-51.8% | $6,688-63.6% |
| Admin fee / account holder | $4,430 | $13,326-66.8% | $9,451-53.1% | $13,397-66.9% |