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 | $19,402 | $102,966-81.2% | $90,281-78.5% | $152,861-87.3% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 23.30% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $211 | $3,139-93.3% | $2,854-92.6% | $4,762-95.6% |
| Participant deferral / active EE | $1,411 | $4,281-67.0% | $3,885-63.7% | $5,850-75.9% |
| Admin fee / account holder | $1,599 | $6,171-74.1% | $5,351-70.1% | $11,596-86.2% |