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 | $70,136 | $176,377-60.2% | $134,143-47.7% | $158,922-55.9% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 22.79% | 63.63%-40.8pp | 36.33%-13.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $56 | $5,040-98.9% | $3,704-98.5% | $4,761-98.8% |
| Participant deferral / active EE | $348 | $4,091-91.5% | $3,499-90.1% | $5,982-94.2% |
| Admin fee / account holder | $1,054 | $8,718-87.9% | $6,684-84.2% | $11,246-90.6% |