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 | $74,659 | $114,381-34.7% | $107,525-30.6% | $142,382-47.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 18.18% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $853 | $4,015-78.8% | $3,754-77.3% | $4,299-80.2% |
| Participant deferral / active EE | $7,956 | $5,564+43.0% | $5,116+55.5% | $6,507+22.3% |
| Admin fee / account holder | $500 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |