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 | $19,440 | $77,419-74.9% | $69,455-72.0% | $152,861-87.3% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.4%+11.7pp |
| Annual return | 16.79% | 39.06%-22.3pp | 28.97%-12.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,326 | $3,315-60.0% | $2,779-52.3% | $4,762-72.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $355 | $6,207-94.3% | $3,839-90.7% | $11,596-96.9% |