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 | $25,346 | $112,096-77.4% | $95,952-73.6% | $158,922-84.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 17.60% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,596 | $3,198-50.1% | $2,541-37.2% | $4,761-66.5% |
| Participant deferral / active EE | $6,198 | $4,784+29.6% | $4,167+48.7% | $5,982+3.6% |
| Admin fee / account holder | $1,843 | $10,130-81.8% | $6,795-72.9% | $11,246-83.6% |