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 | $30,121 | $105,181-71.4% | $159,436-81.1% | $85,850-64.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 20.57% | 45.07%-24.5pp | 263.57%-243.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,371 | $3,318-28.5% | $4,829-50.9% | $2,565-7.6% |
| Participant deferral / active EE | $3,415 | $5,945-42.6% | $7,352-53.6% | $3,952-13.6% |
| Admin fee / account holder | $689 | $6,933-90.1% | $10,799-93.6% | $6,260-89.0% |