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 | $49,469 | $106,890-53.7% | $84,015-41.1% | $152,861-67.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 17.03% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $909 | $2,734-66.8% | $1,983-54.2% | $4,762-80.9% |
| Participant deferral / active EE | $1,131 | $4,011-71.8% | $3,239-65.1% | $5,850-80.7% |
| Admin fee / account holder | $1,351 | $8,285-83.7% | $6,101-77.8% | $11,596-88.3% |