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 | $39,775 | $99,079-59.9% | $77,999-49.0% | $273,961-85.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 5.89% | 217.93%-212.0pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $419 | $3,308-87.3% | $2,470-83.1% | $4,869-91.4% |
| Participant deferral / active EE | $4,185 | $4,306-2.8% | $3,497+19.7% | $5,287-20.8% |
| Admin fee / account holder | $23,537 | $8,954+162.9% | $5,480+329.5% | $10,132+132.3% |