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 | $16,276 | $69,207-76.5% | $64,056-74.6% | $139,434-88.3% |
| Participation rate | 94.4% | 75.6%+18.9pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 13.95% | 45.88%-31.9pp | 33.69%-19.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,581 | $3,182-50.3% | $2,747-42.4% | $4,751-66.7% |
| Participant deferral / active EE | $4,171 | $4,682-10.9% | $3,880+7.5% | $6,710-37.8% |
| Admin fee / account holder | $605 | $4,244-85.7% | $3,068-80.3% | $11,403-94.7% |