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 | $28,276 | $108,172-73.9% | $77,482-63.5% | $158,922-82.2% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 6.91% | 31.67%-24.8pp | 54.79%-47.9pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,764 | $1,325+108.6% | $986+180.2% | $4,761-41.9% |
| Participant deferral / active EE | $8,979 | $2,456+265.6% | $1,861+382.4% | $5,982+50.1% |
| Admin fee / account holder | $11,619 | $3,708+213.4% | $2,858+306.6% | $11,246+3.3% |