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 | $62,692 | $102,966-39.1% | $90,281-30.6% | $152,861-59.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 11.57% | 95.16%-83.6pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $735 | $3,139-76.6% | $2,854-74.2% | $4,762-84.6% |
| Participant deferral / active EE | $1,783 | $4,281-58.4% | $3,885-54.1% | $5,850-69.5% |
| Admin fee / account holder | $495 | $6,171-92.0% | $5,351-90.7% | $11,596-95.7% |