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 | $25,830 | $93,346-72.3% | $71,796-64.0% | $273,961-90.6% |
| Participation rate | 94.4% | 76.5%+17.9pp | 69.1%+25.3pp | 83.0%+11.4pp |
| Annual return | 4.52% | 130.39%-125.9pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $492 | $2,733-82.0% | $1,924-74.4% | $4,869-89.9% |
| Participant deferral / active EE | $938 | $3,475-73.0% | $2,794-66.5% | $5,287-82.3% |
| Admin fee / account holder | $942 | $6,571-85.7% | $4,815-80.4% | $10,132-90.7% |