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 | $26,188 | $232,540-88.7% | $185,117-85.9% | $147,584-82.3% |
| Participation rate | 90.5% | 82.4%+8.1pp | 77.3%+13.2pp | 82.8%+7.6pp |
| Annual return | 15.63% | 43.03%-27.4pp | 40.50%-24.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,112 | $5,195-40.1% | $4,182-25.6% | $4,876-36.2% |
| Participant deferral / active EE | $4,040 | $5,834-30.7% | $5,045-19.9% | $5,439-25.7% |
| Admin fee / account holder | $8,433 | $10,275-17.9% | $8,159+3.3% | $10,885-22.5% |