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 | $33,476 | $112,096-70.1% | $95,952-65.1% | $158,922-78.9% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $752 | $3,198-76.5% | $2,541-70.4% | $4,761-84.2% |
| Participant deferral / active EE | $3,932 | $4,784-17.8% | $4,167-5.6% | $5,982-34.3% |
| Admin fee / account holder | $9,026 | $10,130-10.9% | $6,795+32.8% | $11,246-19.7% |