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 | $24,620 | $117,983-79.1% | $101,794-75.8% | $142,382-82.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 15.80% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,954 | $4,714-37.3% | $4,084-27.7% | $6,507-54.6% |
| Admin fee / account holder | $10,489 | $10,433+0.5% | $8,777+19.5% | $12,624-16.9% |