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 | $77,670 | $140,940-44.9% | $112,229-30.8% | $139,434-44.3% |
| Participation rate | 94.1% | 79.2%+14.9pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 10.41% | 32.71%-22.3pp | 30.20%-19.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,195 | $4,283-48.7% | $3,430-36.0% | $4,751-53.8% |
| Participant deferral / active EE | $1,579 | $5,874-73.1% | $4,798-67.1% | $6,710-76.5% |
| Admin fee / account holder | $13,749 | $9,954+38.1% | $7,748+77.4% | $11,403+20.6% |