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 | $43,999 | $81,632-46.1% | $70,449-37.5% | $158,922-72.3% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | 18.83% | 208.40%-189.6pp | 109.03%-90.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,083 | $3,217-66.3% | $2,737-60.4% | $4,761-77.3% |
| Participant deferral / active EE | $3,219 | $4,554-29.3% | $3,709-13.2% | $5,982-46.2% |
| Admin fee / account holder | $2,129 | $6,193-65.6% | $3,845-44.6% | $11,246-81.1% |