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 | $38,406 | $176,377-78.2% | $134,143-71.4% | $158,922-75.8% |
| Participation rate | 94.7% | 78.7%+16.0pp | 72.2%+22.6pp | 82.0%+12.8pp |
| Annual return | 2.38% | 63.63%-61.2pp | 36.33%-34.0pp | 302.83%-300.4pp |
| Employer contribution / active EE | $577 | $5,040-88.6% | $3,704-84.4% | $4,761-87.9% |
| Participant deferral / active EE | $1,818 | $4,091-55.6% | $3,499-48.0% | $5,982-69.6% |
| Admin fee / account holder | $1,671 | $8,718-80.8% | $6,684-75.0% | $11,246-85.1% |