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 | $53,143 | $112,881-52.9% | $90,951-41.6% | $158,922-66.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 21.66% | 215.79%-194.1pp | 134.60%-112.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,697 | $2,893-41.4% | $2,122-20.0% | $4,761-64.4% |
| Participant deferral / active EE | $3,034 | $4,128-26.5% | $3,373-10.1% | $5,982-49.3% |
| Admin fee / account holder | $4,829 | $8,041-39.9% | $5,959-19.0% | $11,246-57.1% |