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 | $24,022 | $118,427-79.7% | $66,042-63.6% | $142,382-83.1% |
| Participation rate | 90.9% | 68.1%+22.8pp | 67.5%+23.4pp | 80.1%+10.8pp |
| Annual return | 9.27% | 35.57%-26.3pp | 52.11%-42.8pp | 217.08%-207.8pp |
| Employer contribution / active EE | $796 | $2,570-69.0% | $1,579-49.6% | $4,299-81.5% |
| Participant deferral / active EE | $4,115 | $4,311-4.6% | $2,835+45.1% | $6,507-36.8% |
| Admin fee / account holder | $721 | $9,593-92.5% | $5,747-87.4% | $12,624-94.3% |