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 | $43,562 | $96,635-54.9% | $86,612-49.7% | $139,434-68.8% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 11.68% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $910 | $3,263-72.1% | $3,022-69.9% | $4,751-80.8% |
| Participant deferral / active EE | $2,500 | $4,836-48.3% | $4,438-43.7% | $6,710-62.7% |
| Admin fee / account holder | $7,720 | $6,408+20.5% | $5,614+37.5% | $11,403-32.3% |