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 | $30,814 | $142,405-78.4% | $115,157-73.2% | $152,861-79.8% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.4%+7.0pp |
| Annual return | 18.26% | 41.48%-23.2pp | 35.60%-17.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,006 | $4,010-50.0% | $3,179-36.9% | $4,762-57.9% |
| Participant deferral / active EE | $4,077 | $5,164-21.0% | $4,168-2.2% | $5,850-30.3% |
| Admin fee / account holder | $1,164 | $8,462-86.2% | $7,088-83.6% | $11,596-90.0% |