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 | $12,471 | $74,888-83.3% | $71,209-82.5% | $142,382-91.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 26.58% | 345.14%-318.6pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,377 | $2,854-51.7% | $2,721-49.4% | $4,299-68.0% |
| Participant deferral / active EE | $3,160 | $4,454-29.1% | $4,175-24.3% | $6,507-51.4% |
| Admin fee / account holder | $517 | $5,568-90.7% | $5,349-90.3% | $12,624-95.9% |