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 | $40,886 | $162,781-74.9% | $133,956-69.5% | $158,922-74.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 17.16% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,095 | $4,975-57.9% | $3,919-46.5% | $4,761-56.0% |
| Participant deferral / active EE | $2,836 | $5,911-52.0% | $5,048-43.8% | $5,982-52.6% |
| Admin fee / account holder | $387 | $11,736-96.7% | $8,927-95.7% | $11,246-96.6% |