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 | $28,632 | $91,037-68.5% | $71,671-60.1% | $147,584-80.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 40.67% | 20.48%+20.2pp | 20.65%+20.0pp | 578.55%-537.9pp |
| Employer contribution / active EE | $645 | $3,327-80.6% | $2,460-73.8% | $4,876-86.8% |
| Participant deferral / active EE | $3,548 | $4,498-21.1% | $3,438+3.2% | $5,439-34.8% |
| Admin fee / account holder | $4,134 | $8,613-52.0% | $5,558-25.6% | $10,885-62.0% |