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 | $75,437 | $111,754-32.5% | $103,333-27.0% | $145,922-48.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 12.60% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,651 | $4,212-37.1% | $3,868-31.5% | $4,660-43.1% |
| Participant deferral / active EE | $2,282 | $5,619-59.4% | $5,057-54.9% | $6,688-65.9% |
| Admin fee / account holder | $2,336 | $9,750-76.0% | $8,355-72.0% | $13,397-82.6% |