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 | $42,483 | $91,037-53.3% | $71,671-40.7% | $147,584-71.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 17.54% | 20.48%-2.9pp | 20.65%-3.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $960 | $3,327-71.1% | $2,460-61.0% | $4,876-80.3% |
| Participant deferral / active EE | $2,505 | $4,498-44.3% | $3,438-27.1% | $5,439-53.9% |
| Admin fee / account holder | $2,632 | $8,613-69.4% | $5,558-52.7% | $10,885-75.8% |