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 | $40,624 | $176,056-76.9% | $159,436-74.5% | $167,490-75.7% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 13.98% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,509 | $5,297-52.6% | $4,829-48.0% | $4,837-48.1% |
| Participant deferral / active EE | $4,049 | $7,750-47.8% | $7,352-44.9% | $6,341-36.1% |
| Admin fee / account holder | $605 | $12,554-95.2% | $10,799-94.4% | $12,309-95.1% |