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 | $36,404 | $104,664-65.2% | $85,682-57.5% | $167,490-78.3% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.9%+14.3pp | 82.1%+2.1pp |
| Annual return | 10.26% | 21.45%-11.2pp | 21.49%-11.2pp | 478.56%-468.3pp |
| Employer contribution / active EE | $959 | $3,337-71.3% | $2,618-63.4% | $4,837-80.2% |
| Participant deferral / active EE | $2,493 | $4,824-48.3% | $3,923-36.5% | $6,341-60.7% |
| Admin fee / account holder | $17,465 | $10,032+74.1% | $6,873+154.1% | $12,309+41.9% |