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 | $30,670 | $95,416-67.9% | $185,823-83.5% | $85,850-64.3% |
| Participation rate | 86.9% | 68.8%+18.1pp | 81.7%+5.2pp | 69.3%+17.6pp |
| Annual return | 15.12% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $633 | $3,314-80.9% | $5,167-87.8% | $2,565-75.3% |
| Participant deferral / active EE | $2,416 | $3,423-29.4% | $5,568-56.6% | $3,952-38.9% |
| Admin fee / account holder | $1,117 | $7,213-84.5% | $16,237-93.1% | $6,260-82.2% |