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 | $27,467 | $49,922-45.0% | $80,569-65.9% | $75,163-63.5% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 15.25% | 34.69%-19.4pp | 935.43%-920.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $767 | $1,698-54.8% | $2,723-71.8% | $2,670-71.3% |
| Participant deferral / active EE | $2,872 | $2,990-4.0% | $4,447-35.4% | $4,125-30.4% |
| Admin fee / account holder | $1,482 | $3,577-58.6% | $5,377-72.4% | $5,651-73.8% |