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 | $49,110 | $99,652-50.7% | $78,778-37.7% | $147,584-66.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 16.62% | 47.28%-30.7pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $398 | $2,796-85.8% | $1,986-79.9% | $4,876-91.8% |
| Participant deferral / active EE | $1,872 | $3,664-48.9% | $2,958-36.7% | $5,439-65.6% |
| Admin fee / account holder | $7,314 | $7,155+2.2% | $5,134+42.5% | $10,885-32.8% |