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 | $26,778 | $99,652-73.1% | $78,778-66.0% | $147,584-81.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 20.91% | 47.28%-26.4pp | 35.62%-14.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $433 | $2,796-84.5% | $1,986-78.2% | $4,876-91.1% |
| Participant deferral / active EE | $2,345 | $3,664-36.0% | $2,958-20.7% | $5,439-56.9% |
| Admin fee / account holder | $1,501 | $7,155-79.0% | $5,134-70.8% | $10,885-86.2% |