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 | $55,159 | $103,376-46.6% | $87,100-36.7% | $152,861-63.9% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 18.79% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,306 | $3,220+2.7% | $2,521+31.1% | $4,762-30.6% |
| Participant deferral / active EE | $13,025 | $4,778+172.6% | $4,049+221.7% | $5,850+122.6% |
| Admin fee / account holder | $27,644 | $12,205+126.5% | $7,497+268.8% | $11,596+138.4% |