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 6-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 | $35,586 | $115,708-69.2% | $65,255-45.5% | $139,434-74.5% |
| Participation rate | 70.6% | 67.8%+2.8pp | 65.0%+5.6pp | 80.3%-9.7pp |
| Annual return | 23.40% | 31.19%-7.8pp | 47.35%-24.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $620 | $2,599-76.1% | $1,691-63.3% | $4,751-86.9% |
| Participant deferral / active EE | $1,686 | $4,240-60.2% | $2,831-40.4% | $6,710-74.9% |
| Admin fee / account holder | $396 | $6,698-94.1% | $4,112-90.4% | $11,403-96.5% |