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 | $39,456 | $69,207-43.0% | $64,056-38.4% | $139,434-71.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 13.84% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $907 | $3,182-71.5% | $2,747-67.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,002 | $4,682-78.6% | $3,880-74.2% | $6,710-85.1% |
| Admin fee / account holder | $3,602 | $4,244-15.1% | $3,068+17.4% | $11,403-68.4% |