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 | $116,167-79.3% | $64,489-62.8% | $137,256-82.5% |
| Participation rate | 90.9% | 68.2%+22.7pp | 67.7%+23.2pp | 80.0%+10.9pp |
| Annual return | 9.27% | 36.55%-27.3pp | 55.03%-45.8pp | 220.34%-211.1pp |
| Employer contribution / active EE | $796 | $2,483-67.9% | $1,523-47.7% | $4,156-80.8% |
| Participant deferral / active EE | $4,115 | $4,215-2.4% | $2,778+48.1% | $6,407-35.8% |
| Admin fee / account holder | $721 | $6,188-88.3% | $4,260-83.1% | $12,270-94.1% |