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 | $36,771 | $77,419-52.5% | $69,455-47.1% | $152,861-75.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 74.6%-1.3pp | 82.4%-9.1pp |
| Annual return | 10.07% | 39.06%-29.0pp | 28.97%-18.9pp | 345.32%-335.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,249 | $4,414-71.7% | $3,535-64.7% | $5,850-78.7% |
| Admin fee / account holder | $3,105 | $6,207-50.0% | $3,839-19.1% | $11,596-73.2% |