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 | $24,873 | $74,888-66.8% | $71,209-65.1% | $142,382-82.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.86% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $961 | $2,854-66.3% | $2,721-64.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,648 | $4,454-63.0% | $4,175-60.5% | $6,507-74.7% |
| Admin fee / account holder | $607 | $5,568-89.1% | $5,349-88.6% | $12,624-95.2% |